DAS
SIRI icon

Dynamic Advisor Solutions’s SiriusXM SIRI Stock Holding History

Dynamic Advisor Solutions’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
-2,097
Closed -$59.4K – 995
2024
Q2 		$59.4K Buy
+2,097
New +$62.6K ﹤0.01% 929
2015
Q3 		– Sell
-2,139
Closed -$80K – 207
2015
Q2 		$80K Hold
2,139
– – 0.05% 155
2015
Q1 		$82K Hold
2,139
– – 0.04% 188
2014
Q4 		$75K Sell
2,139
-377
-15% -$13K 0.04% 185
2014
Q3 		$88K Buy
+2,516
New +$87.9K 0.05% 189
2014
Q2 		– Sell
-2,420
Closed -$77K – 229
2014
Q1 		$77K Hold
2,420
– – 0.05% 190
2013
Q4 		$85K Buy
+2,420
New +$90.4K 0.06% 186

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Dynamic Advisor Solutions's SIRI Position: Q3 2024 in Review

Dynamic Advisor Solutions sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 2,097 shares — an estimated $59.4K sold.

Dynamic Advisor Solutions first reported a position in SIRI in Q4 2013 and held it in 7 quarters. The position peaked at $88K in Q3 2014. 509 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

  • Dynamic Advisor Solutions reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 2,097 SiriusXM shares in Q3 2024, an estimated $59.4K.
  • Dynamic Advisor Solutions first reported a position in SiriusXM in Q4 2013 and held it in 7 quarters.
  • Dynamic Advisor Solutions's SiriusXM position peaked at $88K in Q3 2014.
  • 509 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2024, filed 7 Oct 2024.