AAS
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Avantax Advisory Services’s SiriusXM SIRI Stock Holding History

Avantax Advisory Services’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
-2,736
Closed -$77.4K – 2192
2024
Q2 		$77.4K Buy
2,736
+167
+7% +$4.99K ﹤0.01% 2023
2024
Q1 		$99.7K Buy
2,569
+75
+3% +$3.57K ﹤0.01% 1594
2023
Q4 		$136K Buy
2,494
+1,279
+105% +$61.4K ﹤0.01% 1513
2023
Q3 		$54.9K Buy
1,215
+84
+7% +$3.9K ﹤0.01% 1508
2023
Q2 		$51.2K Buy
+1,131
New +$42.7K ﹤0.01% 1475
2022
Q2 		– Sell
-1,347
Closed -$89K – 1382
2022
Q1 		$89K Sell
1,347
-288
-18% -$18.1K ﹤0.01% 1243
2021
Q4 		$104K Buy
1,635
+153
+10% +$9.57K ﹤0.01% 1212
2021
Q3 		$90K Buy
+1,482
New +$93.2K ﹤0.01% 1150
2020
Q4 		– Sell
-2,464
Closed -$134K – 1293
2020
Q3 		$134K Buy
2,464
+989
+67% +$56.7K ﹤0.01% 1275
2020
Q2 		$88K Buy
1,475
+339
+30% +$19K ﹤0.01% 821
2020
Q1 		$55K Buy
+1,136
New +$74.3K ﹤0.01% 773
2019
Q4 		– Sell
-2,191
Closed -$137K – 846
2019
Q3 		$137K Buy
2,191
+4
+0.2% +$246 0.01% 550
2019
Q2 		$122K Sell
2,187
-11
-0.5% -$626 0.01% 501
2019
Q1 		$125K Buy
2,198
+149
+7% +$8.88K 0.01% 475
2018
Q4 		$117K Buy
+2,049
New +$125K 0.02% 395

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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $893B 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 $5.51B AUM 47.23% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Avantax Advisory Services's SIRI Position: Q3 2024 in Review

Avantax Advisory Services sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 2,736 shares — an estimated $77.4K sold.

Avantax Advisory Services first reported a position in SIRI in Q4 2018 and held it in 15 quarters. The position peaked at $137K in Q3 2019. 508 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

  • Avantax Advisory Services reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 2,736 SiriusXM shares in Q3 2024, an estimated $77.4K.
  • Avantax Advisory Services first reported a position in SiriusXM in Q4 2018 and held it in 15 quarters.
  • Avantax Advisory Services's SiriusXM position peaked at $137K in Q3 2019.
  • 508 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.