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 $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 $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $77.3B 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 $5.26B AUM 47.23% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return