Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BMWM
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
$5.7T AUM
30.48%
1-Year Est. Return
Berkshire Hathaway
Omaha, Nebraska
$263B AUM
16.68%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close