CWM
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Cranbrook Wealth Management’s SiriusXM SIRI Stock Holding History

Cranbrook 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
2025
Q2 		– Sell
-21
Closed -$474 – 440
2025
Q1 		$474 Hold
21
– – ﹤0.01% 413
2024
Q4 		$479 Buy
+21
New +$536 ﹤0.01% 385
2017
Q4 		– Sell
-100
Closed -$6K – 227
2017
Q3 		$6K Hold
100
– – ﹤0.01% 188
2017
Q2 		$5K Buy
+100
New +$5.11K ﹤0.01% 195
2014
Q1 		– Sell
-203
Closed -$7K – 211
2013
Q4 		$7K Buy
+203
New +$7.58K ﹤0.01% 176

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $57.5B AUM 55.25% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B 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