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Buckingham Strategic Wealth’s SiriusXM SIRI Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$125K Buy
4,401
+319
+8% +$9.53K ﹤0.01% 729
2024
Q1 		$158K Buy
4,082
+10
+0.2% +$476 ﹤0.01% 718
2023
Q4 		$223K Buy
4,072
+226
+6% +$10.9K ﹤0.01% 657
2023
Q3 		$174K Sell
3,846
-384
-9% -$17.9K ﹤0.01% 641
2023
Q2 		$192K Buy
4,230
+67
+2% +$2.53K ﹤0.01% 643
2023
Q1 		$243K Hold
4,163
– – ﹤0.01% 521
2022
Q4 		$243K Sell
4,163
-78
-2% -$4.8K ﹤0.01% 523
2022
Q3 		$242K Buy
4,241
+31
+0.7% +$1.95K ﹤0.01% 511
2022
Q2 		$258K Buy
4,210
+207
+5% +$12.9K 0.01% 496
2022
Q1 		$265K Buy
4,003
+16
+0.4% +$1.01K 0.01% 500
2021
Q4 		$253K Sell
3,987
-43
-1% -$2.69K ﹤0.01% 517
2021
Q3 		$246K Buy
4,030
+59
+1% +$3.71K 0.01% 512
2021
Q2 		$260K Sell
3,971
-663
-14% -$41.6K 0.01% 490
2021
Q1 		$282K Sell
4,634
-605
-12% -$36.9K 0.01% 450
2020
Q4 		$334K Buy
5,239
+4
+0.1% +$246 0.02% 399
2020
Q3 		$281K Buy
5,235
+3,304
+171% +$189K 0.02% 384
2020
Q2 		$113K Sell
1,931
-3,242
-63% -$182K 0.01% 394
2020
Q1 		$256K Sell
5,173
-2,085
-29% -$136K 0.02% 379
2019
Q4 		$519K Sell
7,258
-137
-2% -$9.23K 0.05% 238
2019
Q3 		$463K Sell
7,395
-42
-0.6% -$2.58K 0.05% 242
2019
Q2 		$415K Buy
7,437
+278
+4% +$15.8K 0.05% 276
2019
Q1 		$406K Buy
7,159
+461
+7% +$27.5K 0.05% 263
2018
Q4 		$382K Sell
6,698
-11
-0.2% -$669 0.06% 230
2018
Q3 		$424K Buy
6,709
+953
+17% +$66.3K 0.07% 216
2018
Q2 		$390K Buy
5,756
+3,769
+190% +$255K 0.06% 223
2018
Q1 		$124K Buy
+1,987
New +$119K 0.02% 302
2016
Q3 		– Sell
-1,361
Closed -$54K – 246
2016
Q2 		$54K Buy
+1,361
New +$53.5K 0.02% 242

Other funds holding SIRI

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Buckingham Strategic Wealth's SIRI Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its SiriusXM (SIRI) stake by 7.8% in Q2 2024, buying an estimated $9.53K and bringing the position to 4,401 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Buckingham Strategic Wealth first reported a position in SIRI in Q2 2016 and has held it in 27 quarters since. The position peaked at $519K in Q4 2019. 562 funds tracked by Wall St. Rank hold SIRI as of Q2 2024.

  • Buckingham Strategic Wealth held 4,401 shares of SiriusXM worth $125K as of Q2 2024.
  • Buckingham Strategic Wealth bought 319 SiriusXM shares in Q2 2024, an estimated $9.53K.
  • SiriusXM made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #729 holding.
  • Buckingham Strategic Wealth first reported a position in SiriusXM in Q2 2016 and has held it in 27 quarters since.
  • Buckingham Strategic Wealth's SiriusXM position peaked at $519K in Q4 2019.
  • 562 funds tracked by Wall St. Rank held SiriusXM as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.