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Cassady Schiller Wealth Management’s SiriusXM SIRI Stock Holding History

Cassady Schiller Wealth Management’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 		$342 Hold
15
– – ﹤0.01% 1029
2024
Q3 		$355 Hold
15
– – ﹤0.01% 450
2024
Q2 		$425 Hold
15
– – ﹤0.01% 451
2024
Q1 		$582 Hold
15
– – ﹤0.01% 471
2023
Q4 		$821 Hold
15
– – ﹤0.01% 411
2023
Q3 		$678 Hold
15
– – ﹤0.01% 431
2023
Q2 		$680 Hold
15
– – ﹤0.01% 446
2023
Q1 		$596 Sell
15
-240
-94% -$11.5K ﹤0.01% 429
2022
Q4 		$14.9K Buy
+255
New +$15.7K 0.01% 292
2022
Q1 		– Sell
-255
Closed -$16K – 513
2021
Q4 		$16K Buy
+255
New +$15.9K 0.01% 288

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FP
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
D.E. Shaw & Co
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

Cassady Schiller Wealth Management's SIRI Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its SiriusXM (SIRI) position steady in Q4 2024 at 15 shares worth $342. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Cassady Schiller Wealth Management first reported a position in SIRI in Q4 2021 and has held it in 10 quarters since. The position peaked at $16K in Q4 2021. 554 funds tracked by Wall St. Rank hold SIRI as of Q4 2024.

  • Cassady Schiller Wealth Management held 15 shares of SiriusXM worth $342 as of Q4 2024.
  • Cassady Schiller Wealth Management left its SiriusXM share count unchanged in Q4 2024.
  • SiriusXM made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1029 holding.
  • Cassady Schiller Wealth Management first reported a position in SiriusXM in Q4 2021 and has held it in 10 quarters since.
  • Cassady Schiller Wealth Management's SiriusXM position peaked at $16K in Q4 2021.
  • 554 funds tracked by Wall St. Rank held SiriusXM as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.