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

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

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

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

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

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

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

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return

Baldwin Wealth Partners's SIRI Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of SiriusXM (SIRI) in Q4 2024, closing a stake of 1,005 shares — an estimated $23.8K sold.

Baldwin Wealth Partners first reported a position in SIRI in Q1 2016 and held it in 17 quarters. The position peaked at $23.8K in Q3 2024. 555 funds tracked by Wall St. Rank hold SIRI as of Q4 2024.

Baldwin Wealth Partners reported no remaining SiriusXM position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 1,005 SiriusXM shares in Q4 2024, an estimated $23.8K.
Baldwin Wealth Partners first reported a position in SiriusXM in Q1 2016 and held it in 17 quarters.
Baldwin Wealth Partners's SiriusXM position peaked at $23.8K in Q3 2024.
555 funds tracked by Wall St. Rank held SiriusXM as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.