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Fi3 Financial Advisors’s SiriusXM SIRI Stock Holding History

Fi3 Financial 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
Q1 		– Sell
-2,676
Closed -$146K – 90
2023
Q4 		$146K Sell
2,676
-76
-3% -$3.65K 0.07% 72
2023
Q3 		$124K Buy
2,752
+242
+10% +$11.2K 0.07% 69
2023
Q2 		$114K Buy
2,510
+7
+0.3% +$264 0.06% 68
2023
Q1 		$99.4K Buy
2,503
+40
+2% +$1.92K 0.05% 77
2022
Q4 		$144K Sell
2,463
-2,163
-47% -$133K 0.08% 69
2022
Q3 		$264K Sell
4,626
-19
-0.4% -$1.19K 0.24% 38
2022
Q2 		$289K Sell
4,645
-21
-0.5% -$1.3K 0.24% 37
2022
Q1 		$309K Sell
4,666
-37
-0.8% -$2.33K 0.24% 35
2021
Q4 		$299K Buy
4,703
+100
+2% +$6.25K 0.2% 37
2021
Q3 		$281K Hold
4,603
– – 0.19% 35
2021
Q2 		$297K Buy
+4,603
New +$289K 0.2% 35

Other funds holding SIRI

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fi3 Financial Advisors's SIRI Position: Q1 2024 in Review

Fi3 Financial Advisors sold out of SiriusXM (SIRI) in Q1 2024, closing a stake of 2,676 shares — an estimated $146K sold.

Fi3 Financial Advisors first reported a position in SIRI in Q2 2021 and held it in 11 quarters. The position peaked at $309K in Q1 2022. 626 funds tracked by Wall St. Rank hold SIRI as of Q1 2024.

  • Fi3 Financial Advisors reported no remaining SiriusXM position as of Q1 2024 after selling out during the quarter.
  • Fi3 Financial Advisors sold 2,676 SiriusXM shares in Q1 2024, an estimated $146K.
  • Fi3 Financial Advisors first reported a position in SiriusXM in Q2 2021 and held it in 11 quarters.
  • Fi3 Financial Advisors's SiriusXM position peaked at $309K in Q1 2022.
  • 626 funds tracked by Wall St. Rank held SiriusXM as of Q1 2024.

Based on Fi3 Financial Advisors's 13F filing for Q1 2024, filed 6 May 2024.