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Donoghue Forlines’s SiriusXM SIRI Stock Holding History

Donoghue Forlines’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
Q4 		– Sell
-4,395
Closed -$199K – 254
2023
Q3 		$199K Sell
4,395
-4,482
-50% -$208K 0.07% 218
2023
Q2 		$402K Buy
8,877
+3,972
+81% +$150K 0.13% 173
2023
Q1 		$195K Buy
+4,905
New +$235K 0.07% 215
2022
Q4 		– Sell
-4,494
Closed -$257K – 267
2022
Q3 		$257K Sell
4,494
-10,435
-70% -$656K 0.09% 190
2022
Q2 		$915K Sell
14,929
-2,208
-13% -$137K 0.24% 103
2022
Q1 		$1.13M Buy
17,137
+4,474
+35% +$282K 0.25% 108
2021
Q4 		$804K Sell
12,663
-1,789
-12% -$112K 0.14% 162
2021
Q3 		$882K Buy
14,452
+333
+2% +$20.9K 0.17% 146
2021
Q2 		$923K Buy
14,119
+338
+2% +$21.2K 0.17% 142
2021
Q1 		$839K Sell
13,781
-17,039
-55% -$1.04M 0.16% 144
2020
Q4 		$1.96M Buy
+30,820
New +$1.89M 0.38% 38
2020
Q1 		– Sell
-32,126
Closed -$2.3M – 131
2019
Q4 		$2.3M Sell
32,126
-5,821
-15% -$392K 0.36% 89
2019
Q3 		$2.37M Buy
+37,947
New +$2.33M 0.34% 105

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Donoghue Forlines's SIRI Position: Q4 2023 in Review

Donoghue Forlines sold out of SiriusXM (SIRI) in Q4 2023, closing a stake of 4,395 shares — an estimated $199K sold.

Donoghue Forlines first reported a position in SIRI in Q3 2019 and held it in 13 quarters. The position peaked at $2.37M in Q3 2019. 640 funds tracked by Wall St. Rank hold SIRI as of Q4 2023.

  • Donoghue Forlines reported no remaining SiriusXM position as of Q4 2023 after selling out during the quarter.
  • Donoghue Forlines sold 4,395 SiriusXM shares in Q4 2023, an estimated $199K.
  • Donoghue Forlines first reported a position in SiriusXM in Q3 2019 and held it in 13 quarters.
  • Donoghue Forlines's SiriusXM position peaked at $2.37M in Q3 2019.
  • 640 funds tracked by Wall St. Rank held SiriusXM as of Q4 2023.

Based on Donoghue Forlines's 13F filing for Q4 2023, filed 7 Feb 2024.