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Cornerstone Wealth Management’s SiriusXM SIRI Stock Holding History

Cornerstone 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
Q3 		– Sell
-1,006
Closed -$28.5K – 585
2024
Q2 		$28.5K Buy
+1,006
New +$30K ﹤0.01% 546
2018
Q4 		– Sell
-3,346
Closed -$5.85M – 1008
2018
Q3 		$5.85M Buy
3,346
+3,090
+1,207% +$215K 0.07% 256
2018
Q2 		$375K Buy
+256
New +$17.3K ﹤0.01% 1106

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Cornerstone Wealth Management's SIRI Position: Q3 2024 in Review

Cornerstone Wealth Management sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 1,006 shares — an estimated $28.5K sold.

Cornerstone Wealth Management first reported a position in SIRI in Q2 2018 and held it in 3 quarters. The position peaked at $5.85M in Q3 2018. 508 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

  • Cornerstone Wealth Management reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
  • Cornerstone Wealth Management sold 1,006 SiriusXM shares in Q3 2024, an estimated $28.5K.
  • Cornerstone Wealth Management first reported a position in SiriusXM in Q2 2018 and held it in 3 quarters.
  • Cornerstone Wealth Management's SiriusXM position peaked at $5.85M in Q3 2018.
  • 508 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on Cornerstone Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.