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Baystate Wealth Management’s SiriusXM SIRI Stock Holding History

Baystate 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
2023
Q4 		– Hold
0
– – – 1316
2023
Q1 		– Sell
-51
Closed -$3K – 1074
2022
Q4 		$3K Hold
51
– – ﹤0.01% 760
2022
Q3 		$3K Buy
+51
New +$3.21K ﹤0.01% 716
2016
Q2 		– Sell
-1,000
Closed -$40K – 64
2016
Q1 		$40K Buy
+1,000
New +$37.4K 0.01% 62

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baystate Wealth Management's SIRI Position: Q4 2023 in Review

Baystate Wealth Management held its SiriusXM (SIRI) position steady in Q4 2023 at 0 shares worth $12. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Baystate Wealth Management first reported a position in SIRI in Q1 2016 and has held it in 3 quarters since. The position peaked at $40K in Q1 2016. 640 funds tracked by Wall St. Rank hold SIRI as of Q4 2023.

  • Baystate Wealth Management held 0 shares of SiriusXM worth $12 as of Q4 2023.
  • Baystate Wealth Management left its SiriusXM share count unchanged in Q4 2023.
  • SiriusXM made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1316 holding.
  • Baystate Wealth Management first reported a position in SiriusXM in Q1 2016 and has held it in 3 quarters since.
  • Baystate Wealth Management's SiriusXM position peaked at $40K in Q1 2016.
  • 640 funds tracked by Wall St. Rank held SiriusXM as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.