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Atria Wealth Solutions’s SiriusXM SIRI Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-1,489
Closed -$57.8K – 2051
2024
Q1 		$57.8K Buy
1,489
+10
+0.7% +$476 ﹤0.01% 1913
2023
Q4 		$80.9K Sell
1,479
-20
-1% -$961 ﹤0.01% 1861
2023
Q3 		$67.8K Hold
1,499
– – ﹤0.01% 1807
2023
Q2 		$67.9K Sell
1,499
-40
-3% -$1.51K ﹤0.01% 1805
2023
Q1 		$61.1K Sell
1,539
-100
-6% -$4.79K ﹤0.01% 1792
2022
Q4 		$95.7K Hold
1,639
– – ﹤0.01% 1702
2022
Q3 		$93.6K Sell
1,639
-49
-3% -$3.08K ﹤0.01% 1646
2022
Q2 		$103K Buy
1,688
+290
+21% +$18K ﹤0.01% 1529
2022
Q1 		$93K Buy
+1,398
New +$88K ﹤0.01% 1667

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Wealth Solutions's SIRI Position: Q2 2024 in Review

Atria Wealth Solutions sold out of SiriusXM (SIRI) in Q2 2024, closing a stake of 1,489 shares — an estimated $57.8K sold.

Atria Wealth Solutions first reported a position in SIRI in Q1 2022 and held it in 9 quarters. The position peaked at $103K in Q2 2022. 562 funds tracked by Wall St. Rank hold SIRI as of Q2 2024.

  • Atria Wealth Solutions reported no remaining SiriusXM position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,489 SiriusXM shares in Q2 2024, an estimated $57.8K.
  • Atria Wealth Solutions first reported a position in SiriusXM in Q1 2022 and held it in 9 quarters.
  • Atria Wealth Solutions's SiriusXM position peaked at $103K in Q2 2022.
  • 562 funds tracked by Wall St. Rank held SiriusXM as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.