Balboa Wealth Partners’s SiriusXM SIRI Stock Holding History

Balboa Wealth Partners’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 Q1	–	Sell	-5,764	Closed	-$315K	–	312
2023 Q4	$315K	Sell	5,764 -869	-13%	-$41.7K	0.1%	151
2023 Q3	$300K	Buy	+6,633	New	+$308K	0.11%	153

Other funds holding SIRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Balboa Wealth Partners's SIRI Position: Q1 2024 in Review

Balboa Wealth Partners sold out of SiriusXM (SIRI) in Q1 2024, closing a stake of 5,764 shares — an estimated $315K sold.

Balboa Wealth Partners first reported a position in SIRI in Q3 2023 and held it in 2 quarters. The position peaked at $315K in Q4 2023. 627 funds tracked by Wall St. Rank hold SIRI as of Q1 2024.

Balboa Wealth Partners reported no remaining SiriusXM position as of Q1 2024 after selling out during the quarter.
Balboa Wealth Partners sold 5,764 SiriusXM shares in Q1 2024, an estimated $315K.
Balboa Wealth Partners first reported a position in SiriusXM in Q3 2023 and held it in 2 quarters.
Balboa Wealth Partners's SiriusXM position peaked at $315K in Q4 2023.
627 funds tracked by Wall St. Rank held SiriusXM as of Q1 2024.

Based on Balboa Wealth Partners's 13F filing for Q1 2024, filed 13 May 2024.