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Alera Investment Advisors’s SiriusXM SIRI Stock Holding History

Alera Investment Advisors’s Portfolio SIRI Stock Details SIRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,089
Closed -$49.2K – 173
2023
Q3 		$49.2K Buy
+1,089
New +$50.6K 0.01% 159
2020
Q2 		– Sell
-1,233
Closed -$61K – 79
2020
Q1 		$61K Hold
1,233
– – 0.04% 67
2019
Q4 		$88K Buy
+1,233
New +$83.1K 0.04% 63
2019
Q2 		– Sell
-1,265
Closed -$72K – 840
2019
Q1 		$72K Sell
1,265
-17
-1% -$1.01K 0.04% 128
2018
Q4 		$73K Buy
+1,282
New +$77.9K 0.04% 140

Other funds holding SIRI

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alera Investment Advisors's SIRI Position: Q4 2023 in Review

Alera Investment Advisors sold out of SiriusXM (SIRI) in Q4 2023, closing a stake of 1,089 shares — an estimated $49.2K sold.

Alera Investment Advisors first reported a position in SIRI in Q4 2018 and held it in 5 quarters. The position peaked at $88K in Q4 2019. 640 funds tracked by Wall St. Rank hold SIRI as of Q4 2023.

  • Alera Investment Advisors reported no remaining SiriusXM position as of Q4 2023 after selling out during the quarter.
  • Alera Investment Advisors sold 1,089 SiriusXM shares in Q4 2023, an estimated $49.2K.
  • Alera Investment Advisors first reported a position in SiriusXM in Q4 2018 and held it in 5 quarters.
  • Alera Investment Advisors's SiriusXM position peaked at $88K in Q4 2019.
  • 640 funds tracked by Wall St. Rank held SiriusXM as of Q4 2023.

Based on Alera Investment Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.