YorkBridge Wealth Partners’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-597	Closed	-$17K	–	687
2019 Q2	$17K	Buy	597 +40	+7%	+$1.17K	0.01%	498
2019 Q1	$16K	Hold	557	–	–	0.01%	499
2018 Q4	$16K	Buy	557 +10	+2%	+$304	0.01%	511
2018 Q3	$18K	Sell	547 -91	-14%	-$3.23K	0.01%	547
2018 Q2	$22K	Hold	638	–	–	0.01%	520
2018 Q1	$20K	Sell	638 -21	-3%	-$668	0.01%	529
2017 Q4	$22K	Sell	659 -244	-27%	-$7.74K	0.01%	491
2017 Q3	$29K	Sell	903 -101	-10%	-$3.29K	0.02%	445
2017 Q2	$31K	Hold	1,004	–	–	0.02%	439
2017 Q1	$28K	Sell	1,004 -230	-19%	-$6.49K	0.01%	442
2016 Q4	$34K	Buy	+1,234	New	+$32K	0.02%	407

Other funds holding LSXMK

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

YorkBridge Wealth Partners's LSXMK Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q3 2019, closing a stake of 597 shares — an estimated $17K sold.

YorkBridge Wealth Partners first reported a position in LSXMK in Q4 2016 and held it in 11 quarters. The position peaked at $34K in Q4 2016. 421 funds tracked by Wall St. Rank hold LSXMK as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 597 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q3 2019, an estimated $17K.
YorkBridge Wealth Partners first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $34K in Q4 2016.
421 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.