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Cape Investment Advisory’s SiriusXM SIRI Stock Holding History

Cape Investment Advisory’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
2026
Q1 		– Sell
-140
Closed -$2.8K – 1030
2025
Q4 		$2.8K Hold
140
– – ﹤0.01% 1040
2025
Q3 		$3.26K Buy
140
+120
+600% +$2.78K ﹤0.01% 606
2025
Q2 		$459 Sell
20
-400
-95% -$8.61K ﹤0.01% 1085
2025
Q1 		$9.47K Hold
420
– – ﹤0.01% 620
2024
Q4 		$9.58K Sell
420
-1
-0.2% -$26 ﹤0.01% 594
2024
Q3 		$9.95K Buy
421
+400
+1,905% +$12.4K ﹤0.01% 563
2024
Q2 		$583 Hold
21
– – ﹤0.01% 862
2024
Q1 		$799 Hold
21
– – ﹤0.01% 864
2023
Q4 		$1.13K Hold
21
– – ﹤0.01% 998
2023
Q3 		$931 Hold
21
– – ﹤0.01% 841
2023
Q2 		$933 Buy
21
+1
+5% +$38 ﹤0.01% 830
2023
Q1 		$794 Buy
+20
New +$958 ﹤0.01% 887

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return