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Capital Advisors Ltd’s SiriusXM SIRI Stock Holding History

Capital Advisors Ltd’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 		$3K Hold
135
– – ﹤0.01% 1056
2025
Q4 		$3K Hold
135
– – ﹤0.01% 1036
2025
Q3 		$3K Hold
135
– – ﹤0.01% 1023
2025
Q2 		$3K Buy
135
+20
+17% +$430 ﹤0.01% 1017
2025
Q1 		$3K Sell
115
-13
-10% -$306 ﹤0.01% 1005
2024
Q4 		$3K Sell
128
-66
-34% -$1.68K ﹤0.01% 1027
2024
Q3 		$5K Buy
194
+160
+471% +$4.97K ﹤0.01% 928
2024
Q2 		$1K Buy
+34
New +$1.02K ﹤0.01% 1288
2023
Q1 		– Sell
-128
Closed – – 1521
2022
Q4 		$0 Buy
128
+62
+94% +$3.81K ﹤0.01% 1595
2022
Q3 		$4K Buy
66
+56
+560% +$3.52K ﹤0.01% 700
2022
Q2 		$1K Buy
+10
New +$621 ﹤0.01% 880

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