First Personal Financial Services’s SiriusXM SIRI Stock Holding History

First Personal Financial Services’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	-225	Closed	-$12.3K	–	404
2023 Q4	$12.3K	Hold	225	–	–	﹤0.01%	291
2023 Q3	$10.2K	Hold	225	–	–	﹤0.01%	305
2023 Q2	$10.2K	Hold	225	–	–	﹤0.01%	310
2023 Q1	$8.93K	Hold	225	–	–	﹤0.01%	329
2022 Q4	$13.1K	Hold	225	–	–	﹤0.01%	312
2022 Q3	$13K	Hold	225	–	–	﹤0.01%	318
2022 Q2	$14K	Hold	225	–	–	﹤0.01%	259
2022 Q1	$15K	Hold	225	–	–	﹤0.01%	270
2021 Q4	$14K	Hold	225	–	–	﹤0.01%	266
2021 Q3	$14K	Hold	225	–	–	﹤0.01%	265
2021 Q2	$15K	Hold	225	–	–	﹤0.01%	273
2021 Q1	$14K	Hold	225	–	–	﹤0.01%	266
2020 Q4	$14K	Hold	225	–	–	﹤0.01%	266
2020 Q3	$12K	Buy	+225	New	+$12.9K	﹤0.01%	253

Other funds holding SIRI

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

First Personal Financial Services's SIRI Position: Q1 2024 in Review

First Personal Financial Services sold out of SiriusXM (SIRI) in Q1 2024, closing a stake of 225 shares — an estimated $12.3K sold.

First Personal Financial Services first reported a position in SIRI in Q3 2020 and held it in 14 quarters. The position peaked at $15K in Q1 2022. 627 funds tracked by Wall St. Rank hold SIRI as of Q1 2024.

First Personal Financial Services reported no remaining SiriusXM position as of Q1 2024 after selling out during the quarter.
First Personal Financial Services sold 225 SiriusXM shares in Q1 2024, an estimated $12.3K.
First Personal Financial Services first reported a position in SiriusXM in Q3 2020 and held it in 14 quarters.
First Personal Financial Services's SiriusXM position peaked at $15K in Q1 2022.
627 funds tracked by Wall St. Rank held SiriusXM as of Q1 2024.

Based on First Personal Financial Services's 13F filing for Q1 2024, filed 26 Apr 2024.