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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 $299B AUM 27.55% 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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Amplius Wealth Advisors's SIRI Position: Q3 2024 in Review

Amplius Wealth Advisors sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 3,562 shares — an estimated $101K sold.

Amplius Wealth Advisors first reported a position in SIRI in Q4 2021 and held it in 11 quarters. The position peaked at $273K in Q1 2022. 509 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

  • Amplius Wealth Advisors reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
  • Amplius Wealth Advisors sold 3,562 SiriusXM shares in Q3 2024, an estimated $101K.
  • Amplius Wealth Advisors first reported a position in SiriusXM in Q4 2021 and held it in 11 quarters.
  • Amplius Wealth Advisors's SiriusXM position peaked at $273K in Q1 2022.
  • 509 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on Amplius Wealth Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.