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Crestwood Advisors Group’s SiriusXM SIRI Stock Holding History

Crestwood Advisors Group’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
Q1 		– Sell
-1,159
Closed -$63.4K – 429
2023
Q4 		$63.4K Hold
1,159
– – ﹤0.01% 400
2023
Q3 		$52.4K Buy
+1,159
New +$53.9K ﹤0.01% 359
2017
Q2 		– Sell
-19
Closed -$1K – 379
2017
Q1 		$1K Buy
+19
New +$934 ﹤0.01% 514

Other funds holding SIRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Crestwood Advisors Group's SIRI Position: Q1 2024 in Review

Crestwood Advisors Group sold out of SiriusXM (SIRI) in Q1 2024, closing a stake of 1,159 shares — an estimated $63.4K sold.

Crestwood Advisors Group first reported a position in SIRI in Q1 2017 and held it in 3 quarters. The position peaked at $63.4K in Q4 2023. 627 funds tracked by Wall St. Rank hold SIRI as of Q1 2024.

  • Crestwood Advisors Group reported no remaining SiriusXM position as of Q1 2024 after selling out during the quarter.
  • Crestwood Advisors Group sold 1,159 SiriusXM shares in Q1 2024, an estimated $63.4K.
  • Crestwood Advisors Group first reported a position in SiriusXM in Q1 2017 and held it in 3 quarters.
  • Crestwood Advisors Group's SiriusXM position peaked at $63.4K in Q4 2023.
  • 627 funds tracked by Wall St. Rank held SiriusXM as of Q1 2024.

Based on Crestwood Advisors Group's 13F filing for Q1 2024, filed 8 May 2024.