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Beacon Investment Advisory Services’s SiriusXM SIRI Stock Holding History

Beacon Investment Advisory 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
-1,296
Closed -$36.7K – 268
2024
Q2 		$36.7K Sell
1,296
-3,000
-70% -$89.6K ﹤0.01% 262
2024
Q1 		$167K Buy
+4,296
New +$204K 0.01% 258

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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

Beacon Investment Advisory Services's SIRI Position: Q3 2024 in Review

Beacon Investment Advisory Services sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 1,296 shares — an estimated $36.7K sold.

Beacon Investment Advisory Services first reported a position in SIRI in Q1 2024 and held it in 2 quarters. The position peaked at $167K in Q1 2024. 508 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

  • Beacon Investment Advisory Services reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 1,296 SiriusXM shares in Q3 2024, an estimated $36.7K.
  • Beacon Investment Advisory Services first reported a position in SiriusXM in Q1 2024 and held it in 2 quarters.
  • Beacon Investment Advisory Services's SiriusXM position peaked at $167K in Q1 2024.
  • 508 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2024, filed 14 Nov 2024.