First National Trust’s SiriusXM SIRI Stock Holding History

First National Trust’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	-7,451	Closed	-$211K	–	402
2024 Q2	$211K	Hold	7,451	–	–	0.01%	365
2024 Q1	$289K	Hold	7,451	–	–	0.01%	331
2023 Q4	$408K	Hold	7,451	–	–	0.02%	289
2023 Q3	$337K	Buy	7,451 +1,600	+27%	+$74.4K	0.02%	308
2023 Q2	$265K	Hold	5,851	–	–	0.01%	329
2023 Q1	$232K	Hold	5,851	–	–	0.01%	335
2022 Q4	$342K	Hold	5,851	–	–	0.02%	297
2022 Q3	$334K	Hold	5,851	–	–	0.02%	288
2022 Q2	$359K	Hold	5,851	–	–	0.02%	286
2022 Q1	$387K	Sell	5,851 -1,228	-17%	-$77.3K	0.02%	294
2021 Q4	$449K	Hold	7,079	–	–	0.02%	286
2021 Q3	$432K	Hold	7,079	–	–	0.03%	276
2021 Q2	$463K	Hold	7,079	–	–	0.03%	269
2021 Q1	$431K	Sell	7,079 -1,172	-14%	-$71.4K	0.03%	268
2020 Q4	$526K	Hold	8,251	–	–	0.04%	228
2020 Q3	$442K	Hold	8,251	–	–	0.03%	223
2020 Q2	$484K	Buy	+8,251	New	+$462K	0.04%	215

Other funds holding SIRI

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $5.7T AUM 30.48% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

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

Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return