AWA
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Amplius Wealth Advisors’s SiriusXM SIRI Stock Holding History

Amplius Wealth 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
2024
Q3 		– Sell
-3,562
Closed -$101K – 178
2024
Q2 		$101K Sell
3,562
-580
-14% -$17.3K 0.01% 166
2024
Q1 		$161K Sell
4,142
-15
-0.4% -$713 0.02% 175
2023
Q4 		$227K Buy
4,157
+1,058
+34% +$50.8K 0.03% 155
2023
Q3 		$140K Hold
3,099
– – 0.02% 160
2023
Q2 		$140K Sell
3,099
-649
-17% -$24.5K 0.02% 162
2023
Q1 		$149K Hold
3,748
– – 0.02% 161
2022
Q4 		$219K Hold
3,748
– – 0.03% 144
2022
Q3 		$214K Hold
3,748
– – 0.04% 143
2022
Q2 		$229K Sell
3,748
-388
-9% -$24.1K 0.04% 145
2022
Q1 		$273K Hold
4,136
– – 0.04% 141
2021
Q4 		$262K Buy
+4,136
New +$259K 0.04% 166

Other funds holding SIRI

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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return