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Avior Wealth Management’s SiriusXM SIRI Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-2,080
Closed -$47.4K – 2054
2024
Q4 		$47.4K Buy
2,080
+1,810
+670% +$46.2K ﹤0.01% 1171
2024
Q3 		$6.38K Buy
270
+220
+440% +$6.83K ﹤0.01% 1691
2024
Q2 		$1.42K Buy
50
+43
+614% +$1.28K ﹤0.01% 1991
2024
Q1 		$263 Buy
+7
New +$333 ﹤0.01% 2770
2019
Q4 		– Sell
-35
Closed -$2K – 855
2019
Q3 		$2K Buy
+35
New +$2.15K ﹤0.01% 688
2015
Q3 		– Sell
-53
Closed -$2K – 419
2015
Q2 		$2K Buy
+53
New +$2.06K ﹤0.01% 355

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Avior Wealth Management's SIRI Position: Q1 2025 in Review

Avior Wealth Management sold out of SiriusXM (SIRI) in Q1 2025, closing a stake of 2,080 shares — an estimated $47.4K sold.

Avior Wealth Management first reported a position in SIRI in Q2 2015 and held it in 6 quarters. The position peaked at $47.4K in Q4 2024. 554 funds tracked by Wall St. Rank hold SIRI as of Q1 2025.

  • Avior Wealth Management reported no remaining SiriusXM position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,080 SiriusXM shares in Q1 2025, an estimated $47.4K.
  • Avior Wealth Management first reported a position in SiriusXM in Q2 2015 and held it in 6 quarters.
  • Avior Wealth Management's SiriusXM position peaked at $47.4K in Q4 2024.
  • 554 funds tracked by Wall St. Rank held SiriusXM as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.