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Liberty SiriusXM Group A shares owned by Dougherty Wealth Advisers

Quarter-by-quarter ownership of Liberty SiriusXM Group A (LSXMA) shares owned by Dougherty Wealth Advisers from 13F filings

Historical chart of Dougherty Wealth Advisers investment in Liberty SiriusXM Group A

Tip: Access up to 7 years of quarterly data

All positions including Liberty SiriusXM Group A held by Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Liberty SiriusXM Group A by Dougherty Wealth Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $44k 1.5k 29.70
2023-12-31 $42k 1.5k 28.74
2023-09-30 $37k 1.5k 25.45

More positions owned by Dougherty Wealth Advisers

Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Vanguard Mid-cap Value Etf Etf (VOE)
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Apple Stock (AAPL)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Core S&p Small Cap Etf Etf (IJR)
Microsoft Corp Stock (MSFT)
Vanguard Small Cap Value Etf Etf (VBR)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Dougherty Wealth Advisers

Top funds holding Liberty SiriusXM Group A

Berkshire Hathaway
Vanguard Group
BlackRock
Aristeia Capital
Jpmorgan Chase & Co
OZ Management
Millennium Management
LMR Partners
FPR Partners
Pentwater Capital Management
Walleye Trading Advisors
Geode Capital Management
UBS Group
Holocene Advisors
D. E. Shaw & Co

View all funds holding Liberty SiriusXM Group A