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EP Wealth Advisors’s SiriusXM SIRI Stock Holding History

EP Wealth Advisors’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
-3,384
Closed -$95.8K – 1201
2024
Q2 		$95.8K Sell
3,384
-115
-3% -$3.44K ﹤0.01% 834
2024
Q1 		$136K Buy
3,499
+63
+2% +$3K ﹤0.01% 775
2023
Q4 		$188K Sell
3,436
-358
-9% -$17.2K ﹤0.01% 729
2023
Q3 		$171K Buy
+3,794
New +$176K ﹤0.01% 681
2023
Q2 		– Sell
-3,700
Closed -$858 – 721
2023
Q1 		$858 Buy
3,700
+1,337
+57% +$64K ﹤0.01% 630
2022
Q4 		$138K Buy
2,363
+160
+7% +$9.84K ﹤0.01% 575
2022
Q3 		$126K Sell
2,203
-14
-0.6% -$880 ﹤0.01% 315
2022
Q2 		$136K Sell
2,217
-196
-8% -$12.2K ﹤0.01% 614
2022
Q1 		$160K Buy
+2,413
New +$152K ﹤0.01% 592
2021
Q3 		– Sell
-3,027
Closed -$198K – 558
2021
Q2 		$198K Buy
3,027
+411
+16% +$25.8K 0.01% 519
2021
Q1 		$159K Sell
2,616
-450
-15% -$27.4K 0.01% 481
2020
Q4 		$195K Sell
3,066
-10
-0.3% -$614 0.01% 418
2020
Q3 		$165K Buy
+3,076
New +$176K 0.01% 349
2020
Q2 		– Sell
-2,638
Closed -$130K – 386
2020
Q1 		$130K Sell
2,638
-150
-5% -$9.81K 0.01% 353
2019
Q4 		$199K Sell
2,788
-25
-0.9% -$1.69K 0.01% 399
2019
Q3 		$176K Buy
2,813
+25
+0.9% +$1.54K 0.01% 349
2019
Q2 		$156K Buy
2,788
+172
+7% +$9.78K 0.01% 302
2019
Q1 		$148K Sell
2,616
-100
-4% -$5.96K 0.01% 239
2018
Q4 		$155K Buy
2,716
+142
+6% +$8.63K 0.01% 252
2018
Q3 		$163K Buy
+2,574
New +$179K 0.01% 275
2017
Q2 		– Sell
-1,848
Closed -$95K – 191
2017
Q1 		$95K Buy
+1,848
New +$90.8K 0.01% 157

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

EP Wealth Advisors's SIRI Position: Q3 2024 in Review

EP Wealth Advisors sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 3,384 shares — an estimated $95.8K sold.

EP Wealth Advisors first reported a position in SIRI in Q1 2017 and held it in 21 quarters. The position peaked at $199K in Q4 2019. 509 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

  • EP Wealth Advisors reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 3,384 SiriusXM shares in Q3 2024, an estimated $95.8K.
  • EP Wealth Advisors first reported a position in SiriusXM in Q1 2017 and held it in 21 quarters.
  • EP Wealth Advisors's SiriusXM position peaked at $199K in Q4 2019.
  • 509 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on EP Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.