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CBIZ Investment Advisory Services’s SiriusXM SIRI Stock Holding History

CBIZ Investment Advisory Services’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
2025
Q2 		– Sell
-45
Closed -$1.01K – 759
2025
Q1 		$1.01K Hold
45
– – ﹤0.01% 519
2024
Q4 		$1.03K Buy
45
+22
+96% +$561 ﹤0.01% 431
2024
Q3 		$543 Hold
23
– – ﹤0.01% 384
2024
Q2 		$651 Buy
+23
New +$687 ﹤0.01% 378

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
KCMH
Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CBIZ Investment Advisory Services's SIRI Position: Q2 2025 in Review

CBIZ Investment Advisory Services sold out of SiriusXM (SIRI) in Q2 2025, closing a stake of 45 shares — an estimated $1.01K sold.

CBIZ Investment Advisory Services first reported a position in SIRI in Q2 2024 and held it in 4 quarters. The position peaked at $1.03K in Q4 2024. 549 funds tracked by Wall St. Rank hold SIRI as of Q2 2025.

  • CBIZ Investment Advisory Services reported no remaining SiriusXM position as of Q2 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 45 SiriusXM shares in Q2 2025, an estimated $1.01K.
  • CBIZ Investment Advisory Services first reported a position in SiriusXM in Q2 2024 and held it in 4 quarters.
  • CBIZ Investment Advisory Services's SiriusXM position peaked at $1.03K in Q4 2024.
  • 549 funds tracked by Wall St. Rank held SiriusXM as of Q2 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2025, filed 11 Aug 2025.