Financial Engines Advisors
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Financial Engines Advisors’s SiriusXM SIRI Stock Holding History

Financial Engines 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
-1,556
Closed -$85.1K – 354
2023
Q4 		$85.1K Buy
+1,556
New +$74.8K ﹤0.01% 314
2017
Q3 		– Sell
-207
Closed -$11K – 106
2017
Q2 		$11K Buy
+207
New +$10.6K ﹤0.01% 66

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 $3.38T AUM 44.17% 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

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

Financial Engines Advisors sold out of SiriusXM (SIRI) in Q1 2024, closing a stake of 1,556 shares — an estimated $85.1K sold.

Financial Engines Advisors first reported a position in SIRI in Q2 2017 and held it in 2 quarters. The position peaked at $85.1K in Q4 2023. 627 funds tracked by Wall St. Rank hold SIRI as of Q1 2024.

  • Financial Engines Advisors reported no remaining SiriusXM position as of Q1 2024 after selling out during the quarter.
  • Financial Engines Advisors sold 1,556 SiriusXM shares in Q1 2024, an estimated $85.1K.
  • Financial Engines Advisors first reported a position in SiriusXM in Q2 2017 and held it in 2 quarters.
  • Financial Engines Advisors's SiriusXM position peaked at $85.1K in Q4 2023.
  • 627 funds tracked by Wall St. Rank held SiriusXM as of Q1 2024.

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