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Beacon Pointe Advisors’s SiriusXM SIRI Stock Holding History

Beacon Pointe Advisors’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
Q1 		– Sell
-1,484
Closed -$81.2K – 1407
2023
Q4 		$81.2K Sell
1,484
-1,455
-50% -$69.9K ﹤0.01% 1283
2023
Q3 		$133K Buy
+2,939
New +$137K ﹤0.01% 1260
2023
Q1 		– Sell
-1,086
Closed -$63.4K – 1193
2022
Q4 		$63.4K Buy
1,086
+1
+0.1% +$61 ﹤0.01% 1037
2022
Q3 		$63K Sell
1,085
-391
-26% -$24.6K ﹤0.01% 975
2022
Q2 		$89K Sell
1,476
-433
-23% -$26.9K ﹤0.01% 1010
2022
Q1 		$126K Buy
+1,909
New +$120K ﹤0.01% 1151
2020
Q1 		– Sell
-3,471
Closed -$248K – 310
2019
Q4 		$248K Buy
3,471
+75
+2% +$5.05K 0.08% 188
2019
Q3 		$212K Sell
3,396
-775
-19% -$47.7K 0.09% 162
2019
Q2 		$234K Buy
4,171
+100
+2% +$5.69K 0.09% 178
2019
Q1 		$231K Buy
4,071
+48
+1% +$2.86K 0.09% 165
2018
Q4 		$230K Buy
+4,023
New +$245K 0.14% 145

Other funds holding SIRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Beacon Pointe Advisors's SIRI Position: Q1 2024 in Review

Beacon Pointe Advisors sold out of SiriusXM (SIRI) in Q1 2024, closing a stake of 1,484 shares — an estimated $81.2K sold.

Beacon Pointe Advisors first reported a position in SIRI in Q4 2018 and held it in 11 quarters. The position peaked at $248K in Q4 2019. 626 funds tracked by Wall St. Rank hold SIRI as of Q1 2024.

  • Beacon Pointe Advisors reported no remaining SiriusXM position as of Q1 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 1,484 SiriusXM shares in Q1 2024, an estimated $81.2K.
  • Beacon Pointe Advisors first reported a position in SiriusXM in Q4 2018 and held it in 11 quarters.
  • Beacon Pointe Advisors's SiriusXM position peaked at $248K in Q4 2019.
  • 626 funds tracked by Wall St. Rank held SiriusXM as of Q1 2024.

Based on Beacon Pointe Advisors's 13F filing for Q1 2024, filed 14 May 2024.