Wealthstreet Investment Advisors’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Wealthstreet Investment Advisors’s Portfolio LSXMK Stock Details LSXMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-8,309	Closed	-$284K	–	343
2021 Q1	$284K	Hold	8,309	–	–	0.03%	321
2020 Q4	$280K	Hold	8,309	–	–	0.03%	306
2020 Q3	$213K	Hold	8,309	–	–	0.02%	317
2020 Q2	$222K	Sell	8,309 -141	-2%	-$3.63K	0.03%	298
2020 Q1	$204K	Hold	8,450	–	–	0.03%	282
2019 Q4	$310K	Hold	8,450	–	–	0.04%	287
2019 Q3	$281K	Hold	8,450	–	–	0.04%	289
2019 Q2	$244K	Hold	8,450	–	–	0.03%	308
2019 Q1	$246K	Hold	8,450	–	–	0.03%	303
2018 Q4	$249K	Hold	8,450	–	–	0.03%	286
2018 Q3	$280K	Hold	8,450	–	–	0.03%	300
2018 Q2	$292K	Hold	8,450	–	–	0.04%	295
2018 Q1	$263K	Hold	8,450	–	–	0.03%	302
2017 Q4	$255K	Buy	+8,450	New	+$268K	0.03%	298

Other funds holding LSXMK

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Wealthstreet Investment Advisors's LSXMK Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q2 2021, closing a stake of 8,309 shares — an estimated $284K sold.

Wealthstreet Investment Advisors first reported a position in LSXMK in Q4 2017 and held it in 14 quarters. The position peaked at $310K in Q4 2019. 424 funds tracked by Wall St. Rank hold LSXMK as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 8,309 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q2 2021, an estimated $284K.
Wealthstreet Investment Advisors first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $310K in Q4 2019.
424 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.