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	–	342
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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return

Carolina Wealth Advisors's SIRI Position: Q4 2024 in Review

Carolina Wealth Advisors sold out of SiriusXM (SIRI) in Q4 2024, closing a stake of 133 shares — an estimated $3.15K sold.

Carolina Wealth Advisors first reported a position in SIRI in Q4 2019 and held it in 20 quarters. The position peaked at $12K in Q4 2019. 555 funds tracked by Wall St. Rank hold SIRI as of Q4 2024.

Carolina Wealth Advisors reported no remaining SiriusXM position as of Q4 2024 after selling out during the quarter.
Carolina Wealth Advisors sold 133 SiriusXM shares in Q4 2024, an estimated $3.15K.
Carolina Wealth Advisors first reported a position in SiriusXM in Q4 2019 and held it in 20 quarters.
Carolina Wealth Advisors's SiriusXM position peaked at $12K in Q4 2019.
555 funds tracked by Wall St. Rank held SiriusXM as of Q4 2024.

Based on Carolina Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.