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Bard Financial Services’s SiriusXM SIRI Stock Holding History

Bard Financial Services’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
-1,710
Closed -$48.4K – 228
2024
Q2 		$48.4K Buy
1,710
+500
+41% +$14.9K 0.01% 213
2024
Q1 		$46.9K Hold
1,210
– – 0.01% 224
2023
Q4 		$66.2K Sell
1,210
-250
-17% -$12K 0.01% 223
2023
Q3 		$66K Sell
1,460
-250
-15% -$11.6K 0.01% 219
2023
Q2 		$77.5K Buy
+1,710
New +$64.6K 0.01% 310
2022
Q2 		– Sell
-1,210
Closed -$80K – 306
2022
Q1 		$80K Sell
1,210
-108
-8% -$6.8K 0.01% 290
2021
Q4 		$84K Sell
1,318
-200
-13% -$12.5K 0.01% 280
2021
Q3 		$93K Hold
1,518
– – 0.01% 268
2021
Q2 		$99K Hold
1,518
– – 0.01% 269
2021
Q1 		$92K Hold
1,518
– – 0.01% 256
2020
Q4 		$97K Buy
+1,518
New +$93.2K 0.01% 255

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Bard Financial Services's SIRI Position: Q3 2024 in Review

Bard Financial Services sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 1,710 shares — an estimated $48.4K sold.

Bard Financial Services first reported a position in SIRI in Q4 2020 and held it in 11 quarters. The position peaked at $99K in Q2 2021. 508 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

  • Bard Financial Services reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
  • Bard Financial Services sold 1,710 SiriusXM shares in Q3 2024, an estimated $48.4K.
  • Bard Financial Services first reported a position in SiriusXM in Q4 2020 and held it in 11 quarters.
  • Bard Financial Services's SiriusXM position peaked at $99K in Q2 2021.
  • 508 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on Bard Financial Services's 13F filing for Q3 2024, filed 4 Oct 2024.