BKM Wealth Management’s SiriusXM SIRI Stock Holding History

BKM 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
2024 Q1	–	Sell	-500	Closed	-$27.4K	–	490
2023 Q4	$27.4K	Buy	+500	New	+$24K	0.01%	338

Other funds holding SIRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BKM Wealth Management's SIRI Position: Q1 2024 in Review

BKM Wealth Management sold out of SiriusXM (SIRI) in Q1 2024, closing a stake of 500 shares — an estimated $27.4K sold.

BKM Wealth Management first reported a position in SIRI in Q4 2023 and held it in 1 quarter. The position peaked at $27.4K in Q4 2023. 627 funds tracked by Wall St. Rank hold SIRI as of Q1 2024.

BKM Wealth Management reported no remaining SiriusXM position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 500 SiriusXM shares in Q1 2024, an estimated $27.4K.
BKM Wealth Management first reported a position in SiriusXM in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's SiriusXM position peaked at $27.4K in Q4 2023.
627 funds tracked by Wall St. Rank held SiriusXM as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.