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CFS Investment Advisory Services’s SiriusXM SIRI Stock Holding History

CFS 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
2023
Q3 		– Sell
-2,730
Closed -$124K – 240
2023
Q2 		$124K Sell
2,730
-81
-3% -$3.06K 0.02% 233
2023
Q1 		$112K Buy
2,811
+645
+30% +$30.9K 0.02% 135
2022
Q4 		$126K Sell
2,166
-7
-0.3% -$430 0.03% 125
2022
Q3 		$124K Buy
2,173
+607
+39% +$38.1K 0.03% 110
2022
Q2 		$96K Buy
+1,566
New +$97.3K 0.01% 205
2021
Q4 		$138K Hold
2,166
– – 0.02% 214
2021
Q3 		$98K Buy
+2,166
New +$136K 0.01% 198

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CFS Investment Advisory Services's SIRI Position: Q3 2023 in Review

CFS Investment Advisory Services sold out of SiriusXM (SIRI) in Q3 2023, closing a stake of 2,730 shares — an estimated $124K sold.

CFS Investment Advisory Services first reported a position in SIRI in Q3 2021 and held it in 7 quarters. The position peaked at $138K in Q4 2021. 607 funds tracked by Wall St. Rank hold SIRI as of Q3 2023.

  • CFS Investment Advisory Services reported no remaining SiriusXM position as of Q3 2023 after selling out during the quarter.
  • CFS Investment Advisory Services sold 2,730 SiriusXM shares in Q3 2023, an estimated $124K.
  • CFS Investment Advisory Services first reported a position in SiriusXM in Q3 2021 and held it in 7 quarters.
  • CFS Investment Advisory Services's SiriusXM position peaked at $138K in Q4 2021.
  • 607 funds tracked by Wall St. Rank held SiriusXM as of Q3 2023.

Based on CFS Investment Advisory Services's 13F filing for Q3 2023, filed 14 Nov 2023.