Baldwin Wealth Partners’s SiriusXM SIRI Stock Holding History

Baldwin 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 Q4	–	Sell	-1,005	Closed	-$23.8K	–	874
2024 Q3	$23.8K	Buy	+1,005	New	+$31.2K	﹤0.01%	673
2022 Q1	–	Sell	-20	Closed	-$1K	–	695
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	623
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	636
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	648
2021 Q1	$1K	Buy	+20	New	+$1.22K	﹤0.01%	614
2019 Q1	–	Sell	-30	Closed	-$2K	–	528
2018 Q4	$2K	Hold	30	–	–	﹤0.01%	487
2018 Q3	$2K	Hold	30	–	–	﹤0.01%	506
2018 Q2	$2K	Hold	30	–	–	﹤0.01%	499
2018 Q1	$2K	Hold	30	–	–	﹤0.01%	477
2017 Q4	$2K	Hold	30	–	–	﹤0.01%	461
2017 Q3	$2K	Hold	30	–	–	﹤0.01%	468
2017 Q2	$2K	Hold	30	–	–	﹤0.01%	460
2017 Q1	$2K	Hold	30	–	–	﹤0.01%	474
2016 Q4	$1K	Hold	30	–	–	﹤0.01%	504
2016 Q3	$1K	Hold	30	–	–	﹤0.01%	523
2016 Q2	$1K	Hold	30	–	–	﹤0.01%	449
2016 Q1	$1K	Buy	+30	New	+$1.12K	﹤0.01%	480

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management

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

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

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

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

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return