Avondale Wealth Management’s SiriusXM SIRI Stock Holding History

Avondale 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
2024 Q3	–	Sell	-203	Closed	-$5.76K	–	124
2024 Q2	$5.76K	Hold	203	–	–	﹤0.01%	116
2024 Q1	$7.89K	Hold	203	–	–	0.01%	113
2023 Q4	$11.1K	Hold	203	–	–	0.01%	111
2023 Q3	$9.19K	Hold	203	–	–	0.01%	115
2023 Q2	$9.21K	Hold	203	–	–	0.01%	111
2023 Q1	$8.07K	Hold	203	–	–	0.01%	117
2022 Q4	$11.9K	Hold	203	–	–	0.01%	107
2022 Q3	$12K	Hold	203	–	–	0.01%	105
2022 Q2	$12K	Hold	203	–	–	0.01%	96
2022 Q1	$13K	Hold	203	–	–	0.02%	95
2021 Q4	$13K	Hold	203	–	–	0.01%	95
2021 Q3	$12K	Hold	203	–	–	0.01%	99
2021 Q2	$13K	Hold	203	–	–	0.01%	97
2021 Q1	$12K	Hold	203	–	–	0.01%	93
2020 Q4	$13K	Hold	203	–	–	0.02%	91
2020 Q3	$11K	Hold	203	–	–	0.02%	85
2020 Q2	$12K	Hold	203	–	–	0.02%	82
2020 Q1	$10K	Hold	203	–	–	0.02%	88
2019 Q4	$15K	Hold	203	–	–	0.02%	80
2019 Q3	$13K	Hold	203	–	–	0.02%	86
2019 Q2	$11K	Hold	203	–	–	0.01%	95
2019 Q1	$12K	Hold	203	–	–	0.01%	95
2018 Q4	$12K	Hold	203	–	–	0.01%	91
2018 Q3	$13K	Hold	203	–	–	0.01%	82
2018 Q2	$14K	Hold	203	–	–	0.01%	78
2018 Q1	$12K	Hold	203	–	–	0.01%	87
2017 Q4	$11K	Buy	+203	New	+$11.2K	0.01%	94

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Avondale Wealth Management's SIRI Position: Q3 2024 in Review

Avondale Wealth Management sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 203 shares — an estimated $5.76K sold.

Avondale Wealth Management first reported a position in SIRI in Q4 2017 and held it in 27 quarters. The position peaked at $15K in Q4 2019. 509 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

Avondale Wealth Management reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
Avondale Wealth Management sold 203 SiriusXM shares in Q3 2024, an estimated $5.76K.
Avondale Wealth Management first reported a position in SiriusXM in Q4 2017 and held it in 27 quarters.
Avondale Wealth Management's SiriusXM position peaked at $15K in Q4 2019.
509 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on Avondale Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.