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Certified Advisory Corp’s SiriusXM SIRI Stock Holding History

Certified Advisory Corp’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
Q3 		– Sell
-1,635
Closed -$46.3K – 302
2024
Q2 		$46.3K Buy
1,635
+3
+0.2% +$90 0.01% 285
2024
Q1 		$63.3K Buy
1,632
+2
+0.1% +$95 0.01% 264
2023
Q4 		$89.1K Buy
1,630
+2
+0.1% +$96 0.01% 260
2023
Q3 		$73.6K Buy
1,628
+2
+0.1% +$93 0.01% 247
2023
Q2 		$73.7K Buy
1,626
+2
+0.1% +$76 0.01% 230
2023
Q1 		$64.5K Sell
1,624
-227
-12% -$10.9K 0.01% 244
2022
Q4 		$108K Buy
1,851
+2
+0.1% +$123 0.02% 227
2022
Q3 		$106K Buy
+1,849
New +$116K 0.02% 210
2022
Q2 		– Sell
-1,845
Closed -$122K – 251
2022
Q1 		$122K Buy
1,845
+24
+1% +$1.51K 0.03% 216
2021
Q4 		$116K Buy
1,821
+2
+0.1% +$125 0.03% 215
2021
Q3 		$111K Buy
1,819
+1
+0.1% +$63 0.03% 208
2021
Q2 		$119K Buy
1,818
+1
+0.1% +$63 0.03% 209
2021
Q1 		$111K Buy
+1,817
New +$111K 0.03% 242
2020
Q2 		$107K Sell
1,829
-11
-0.6% -$616 0.04% 223
2020
Q1 		$91K Sell
1,840
-16
-0.9% -$1.05K 0.04% 219
2019
Q4 		$133K Sell
1,856
-29
-2% -$1.95K 0.04% 213
2019
Q3 		$118K Sell
1,885
-9
-0.5% -$553 0.04% 221
2019
Q2 		$106K Buy
1,894
+16
+0.9% +$910 0.04% 227
2019
Q1 		$106K Buy
1,878
+1
+0.1% +$60 0.04% 212
2018
Q4 		$107K Buy
1,877
+1
+0.1% +$61 0.06% 193
2018
Q3 		$119K Buy
1,876
+1
+0.1% +$70 0.06% 194
2018
Q2 		$127K Buy
1,875
+11
+0.6% +$743 0.07% 174
2018
Q1 		$116K Buy
1,864
+300
+19% +$18K 0.07% 181
2017
Q4 		$83K Buy
+1,564
New +$86.4K 0.06% 175

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Certified Advisory Corp's SIRI Position: Q3 2024 in Review

Certified Advisory Corp sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 1,635 shares — an estimated $46.3K sold.

Certified Advisory Corp first reported a position in SIRI in Q4 2017 and held it in 24 quarters. The position peaked at $133K in Q4 2019. 509 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

  • Certified Advisory Corp reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
  • Certified Advisory Corp sold 1,635 SiriusXM shares in Q3 2024, an estimated $46.3K.
  • Certified Advisory Corp first reported a position in SiriusXM in Q4 2017 and held it in 24 quarters.
  • Certified Advisory Corp's SiriusXM position peaked at $133K in Q4 2019.
  • 509 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on Certified Advisory Corp's 13F filing for Q3 2024, filed 12 Nov 2024.