Avion Wealth’s SiriusXM SIRI Stock Holding History

Avion Wealth’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
2025 Q3	–	Sell	-158	Closed	-$3K	–	1519
2025 Q2	$3K	Sell	158 -18	-10%	-$387	﹤0.01%	746
2025 Q1	$4K	Hold	176	–	–	﹤0.01%	603
2024 Q4	$4K	Sell	176 -14	-7%	-$357	﹤0.01%	601
2024 Q3	$4K	Buy	190 +32	+20%	+$994	﹤0.01%	581
2024 Q2	$4K	Hold	158	–	–	﹤0.01%	528
2024 Q1	$7K	Hold	158	–	–	﹤0.01%	400
2023 Q4	$9K	Hold	158	–	–	﹤0.01%	297
2023 Q3	$7K	Hold	158	–	–	﹤0.01%	319
2023 Q2	$7K	Sell	158 -9	-5%	-$340	﹤0.01%	329
2023 Q1	$9K	Buy	167 +9	+6%	+$431	﹤0.01%	269
2022 Q4	$9K	Hold	158	–	–	﹤0.01%	270
2022 Q3	$9K	Hold	158	–	–	﹤0.01%	275
2022 Q2	$10K	Hold	158	–	–	﹤0.01%	262
2022 Q1	$10K	Buy	+158	New	+$9.94K	﹤0.01%	235

Other funds holding SIRI

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return