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Cahaba Wealth Management’s SiriusXM SIRI Stock Holding History

Cahaba 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
Q3 		– Sell
-1,421
Closed -$40.2K – 156
2024
Q2 		$40.2K Hold
1,421
– – ﹤0.01% 149
2024
Q1 		$55.1K Buy
1,421
+17
+1% +$808 0.01% 149
2023
Q4 		$76.8K Buy
1,404
+33
+2% +$1.58K 0.01% 140
2023
Q3 		$62K Hold
1,371
– – 0.01% 141
2023
Q2 		$62.1K Sell
1,371
-18
-1% -$680 0.01% 145
2023
Q1 		$55.2K Buy
1,389
+18
+1% +$862 0.01% 144
2022
Q4 		$80.1K Buy
1,371
+250
+22% +$15.4K 0.01% 141
2022
Q3 		$64K Hold
1,121
– – 0.01% 130
2022
Q2 		$68K Hold
1,121
– – 0.01% 130
2022
Q1 		$67K Hold
1,121
– – 0.01% 140
2021
Q4 		$71K Buy
+1,121
New +$70.1K 0.01% 143
2020
Q4 		– Sell
-1,025
Closed -$54K – 94
2020
Q3 		$54K Buy
+1,025
New +$58.8K 0.01% 78
2020
Q2 		– Sell
-1,025
Closed -$50K – 82
2020
Q1 		$50K Hold
1,025
– – 0.01% 74
2019
Q4 		$73K Hold
1,025
– – 0.02% 78
2019
Q3 		$64K Hold
1,025
– – 0.02% 73
2019
Q2 		$57K Hold
1,025
– – 0.01% 73
2019
Q1 		$58K Hold
1,025
– – 0.02% 70
2018
Q4 		$58K Hold
1,025
– – 0.02% 70
2018
Q3 		$64K Hold
1,025
– – 0.02% 68
2018
Q2 		$72K Hold
1,025
– – 0.03% 64
2018
Q1 		$62K Sell
1,025
-141
-12% -$8.47K 0.02% 60
2017
Q4 		$62K Buy
+1,166
New +$64.4K 0.03% 58

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Cahaba Wealth Management's SIRI Position: Q3 2024 in Review

Cahaba Wealth Management sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 1,421 shares — an estimated $40.2K sold.

Cahaba Wealth Management first reported a position in SIRI in Q4 2017 and held it in 22 quarters. The position peaked at $80.1K in Q4 2022. 509 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

  • Cahaba Wealth Management reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
  • Cahaba Wealth Management sold 1,421 SiriusXM shares in Q3 2024, an estimated $40.2K.
  • Cahaba Wealth Management first reported a position in SiriusXM in Q4 2017 and held it in 22 quarters.
  • Cahaba Wealth Management's SiriusXM position peaked at $80.1K in Q4 2022.
  • 509 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on Cahaba Wealth Management's 13F filing for Q3 2024, filed 18 Oct 2024.