Capital Performance Advisors’s SiriusXM SIRI Stock Holding History

Capital Performance Advisors’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 Q4	–	Sell	-58	Closed	-$1.37K	–	2259
2024 Q3	$1.37K	Buy	+58	New	+$1.8K	﹤0.01%	1756

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Capital Performance Advisors's SIRI Position: Q4 2024 in Review

Capital Performance Advisors sold out of SiriusXM (SIRI) in Q4 2024, closing a stake of 58 shares — an estimated $1.37K sold.

Capital Performance Advisors first reported a position in SIRI in Q3 2024 and held it in 1 quarter. The position peaked at $1.37K in Q3 2024. 554 funds tracked by Wall St. Rank hold SIRI as of Q4 2024.

Capital Performance Advisors reported no remaining SiriusXM position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 58 SiriusXM shares in Q4 2024, an estimated $1.37K.
Capital Performance Advisors first reported a position in SiriusXM in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's SiriusXM position peaked at $1.37K in Q3 2024.
554 funds tracked by Wall St. Rank held SiriusXM as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.