Carolina Wealth Advisors’s SiriusXM SIRI Stock Holding History

Carolina Wealth 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	-133	Closed	-$3.15K	–	343
2024 Q3	$3.15K	Hold	133	–	–	﹤0.01%	258
2024 Q2	$3.76K	Hold	133	–	–	﹤0.01%	172
2024 Q1	$5.16K	Hold	133	–	–	﹤0.01%	172
2023 Q4	$7.28K	Hold	133	–	–	﹤0.01%	168
2023 Q3	$6.01K	Hold	133	–	–	﹤0.01%	183
2023 Q2	$6.03K	Hold	133	–	–	﹤0.01%	172
2023 Q1	$5.28K	Hold	133	–	–	﹤0.01%	175
2022 Q4	$8K	Hold	133	–	–	0.01%	156
2022 Q3	$8K	Hold	133	–	–	0.01%	153
2022 Q2	$8K	Hold	133	–	–	0.01%	179
2022 Q1	$9K	Hold	133	–	–	0.01%	185
2021 Q4	$8K	Hold	133	–	–	﹤0.01%	196
2021 Q3	$8K	Hold	133	–	–	0.01%	190
2021 Q2	$9K	Hold	133	–	–	0.01%	192
2021 Q1	$8K	Hold	133	–	–	0.01%	218
2020 Q4	$8K	Sell	133 -30	-18%	-$1.84K	0.01%	158
2020 Q3	$9K	Hold	163	–	–	0.01%	141
2020 Q2	$10K	Hold	163	–	–	0.01%	116
2020 Q1	$8K	Hold	163	–	–	0.01%	118
2019 Q4	$12K	Buy	+163	New	+$11K	0.01%	123

Other funds holding SIRI

Berkshire Hathaway

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 $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management

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 $127B AUM 43.98% 1-Year Est. Return

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