Brown Miller Wealth Management’s SiriusXM SIRI Stock Holding History

Brown Miller 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	–	Sell	-1,728	Closed	-$78.1K	–	129
2023 Q3	$78.1K	Hold	1,728	–	–	0.04%	117
2023 Q2	$78.3K	Hold	1,728	–	–	0.04%	121
2023 Q1	$68.6K	Sell	1,728 -2,772	-62%	-$133K	0.04%	118
2022 Q4	$263K	Hold	4,500	–	–	0.17%	108
2022 Q3	$256K	Hold	4,500	–	–	0.18%	101
2022 Q2	$275K	Hold	4,500	–	–	0.19%	95
2022 Q1	$298K	Sell	4,500 -319	-7%	-$20.1K	0.17%	97
2021 Q4	$305K	Hold	4,819	–	–	0.17%	98
2021 Q3	$293K	Sell	4,819 -4,237	-47%	-$266K	0.18%	97
2021 Q2	$592K	Sell	9,056 -7,319	-45%	-$459K	0.38%	60
2021 Q1	$997K	Sell	16,375 -1,303	-7%	-$79.4K	0.7%	41
2020 Q4	$1.13M	Buy	+17,678	New	+$1.09M	0.85%	33

Other funds holding SIRI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Miller Wealth Management's SIRI Position: Q4 2023 in Review

Brown Miller Wealth Management sold out of SiriusXM (SIRI) in Q4 2023, closing a stake of 1,728 shares — an estimated $78.1K sold.

Brown Miller Wealth Management first reported a position in SIRI in Q4 2020 and held it in 12 quarters. The position peaked at $1.13M in Q4 2020. 640 funds tracked by Wall St. Rank hold SIRI as of Q4 2023.

Brown Miller Wealth Management reported no remaining SiriusXM position as of Q4 2023 after selling out during the quarter.
Brown Miller Wealth Management sold 1,728 SiriusXM shares in Q4 2023, an estimated $78.1K.
Brown Miller Wealth Management first reported a position in SiriusXM in Q4 2020 and held it in 12 quarters.
Brown Miller Wealth Management's SiriusXM position peaked at $1.13M in Q4 2020.
640 funds tracked by Wall St. Rank held SiriusXM as of Q4 2023.

Based on Brown Miller Wealth Management's 13F filing for Q4 2023, filed 18 Jan 2024.