WJWM
LSXMA

Williams Jones Wealth Management’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History

Williams Jones Wealth Management’s Portfolio LSXMA Stock Details LSXMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-22,894
Closed -$688K – 464
2019
Q3 		$688K Buy
+22,894
New +$669K 0.01% 233

Other funds holding LSXMA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Williams Jones Wealth Management's LSXMA Position: Q4 2019 in Review

Williams Jones Wealth Management sold out of Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA) in Q4 2019, closing a stake of 22,894 shares — an estimated $688K sold.

Williams Jones Wealth Management first reported a position in LSXMA in Q3 2019 and held it in 1 quarter. The position peaked at $688K in Q3 2019. 394 funds tracked by Wall St. Rank hold LSXMA as of Q4 2019.

  • Williams Jones Wealth Management reported no remaining Liberty Media Corporation Series A Liberty SiriusXM Common Stock position as of Q4 2019 after selling out during the quarter.
  • Williams Jones Wealth Management sold 22,894 Liberty Media Corporation Series A Liberty SiriusXM Common Stock shares in Q4 2019, an estimated $688K.
  • Williams Jones Wealth Management first reported a position in Liberty Media Corporation Series A Liberty SiriusXM Common Stock in Q3 2019 and held it in 1 quarter.
  • Williams Jones Wealth Management's Liberty Media Corporation Series A Liberty SiriusXM Common Stock position peaked at $688K in Q3 2019.
  • 394 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Liberty SiriusXM Common Stock as of Q4 2019.

Based on Williams Jones Wealth Management's 13F filing for Q4 2019, filed 14 Feb 2020.