Fiduciary Alliance’s SiriusXM SIRI Stock Holding History

Fiduciary Alliance’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 Q3	–	Sell	-15	Closed	-$680	–	806
2023 Q2	$680	Buy	+15	New	+$567	﹤0.01%	901
2023 Q1	–	Sell	-15	Closed	-$876	–	736
2022 Q4	$876	Buy	+15	New	+$922	﹤0.01%	794

Other funds holding SIRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiduciary Alliance's SIRI Position: Q3 2023 in Review

Fiduciary Alliance sold out of SiriusXM (SIRI) in Q3 2023, closing a stake of 15 shares — an estimated $680 sold.

Fiduciary Alliance first reported a position in SIRI in Q4 2022 and held it in 2 quarters. The position peaked at $876 in Q4 2022. 607 funds tracked by Wall St. Rank hold SIRI as of Q3 2023.

Fiduciary Alliance reported no remaining SiriusXM position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 15 SiriusXM shares in Q3 2023, an estimated $680.
Fiduciary Alliance first reported a position in SiriusXM in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's SiriusXM position peaked at $876 in Q4 2022.
607 funds tracked by Wall St. Rank held SiriusXM as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.