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Fortem Financial Group’s SiriusXM SIRI Stock Holding History

Fortem Financial Group’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
Q4 		– Sell
-4,544
Closed -$205K – 168
2023
Q3 		$205K Buy
4,544
+2,264
+99% +$105K 0.12% 153
2023
Q2 		$103K Buy
+2,280
New +$86.1K 0.06% 153
2022
Q3 		– Sell
-1,145
Closed -$70K – 178
2022
Q2 		$70K Sell
1,145
-40
-3% -$2.48K 0.05% 164
2022
Q1 		$78K Hold
1,185
– – 0.03% 163
2021
Q4 		$75K Sell
1,185
-134
-10% -$8.38K 0.03% 168
2021
Q3 		$80K Hold
1,319
– – 0.04% 169
2021
Q2 		$86K Sell
1,319
-150
-10% -$9.41K 0.04% 163
2021
Q1 		$89K Sell
1,469
-150
-9% -$9.14K 0.05% 160
2020
Q4 		$103K Sell
1,619
-779
-32% -$47.8K 0.06% 177
2020
Q3 		$129K Hold
2,398
– – 0.09% 135
2020
Q2 		$141K Hold
2,398
– – 0.11% 119
2020
Q1 		$118K Buy
2,398
+5
+0.2% +$327 0.11% 111
2019
Q4 		$171K Hold
2,393
– – 0.13% 116
2019
Q3 		$150K Hold
2,393
– – 0.13% 106
2019
Q2 		$134K Hold
2,393
– – 0.13% 139
2019
Q1 		$136K Buy
2,393
+30
+1% +$1.79K 0.14% 133
2018
Q4 		$135K Buy
+2,363
New +$144K 0.16% 121

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fortem Financial Group's SIRI Position: Q4 2023 in Review

Fortem Financial Group sold out of SiriusXM (SIRI) in Q4 2023, closing a stake of 4,544 shares — an estimated $205K sold.

Fortem Financial Group first reported a position in SIRI in Q4 2018 and held it in 17 quarters. The position peaked at $205K in Q3 2023. 640 funds tracked by Wall St. Rank hold SIRI as of Q4 2023.

  • Fortem Financial Group reported no remaining SiriusXM position as of Q4 2023 after selling out during the quarter.
  • Fortem Financial Group sold 4,544 SiriusXM shares in Q4 2023, an estimated $205K.
  • Fortem Financial Group first reported a position in SiriusXM in Q4 2018 and held it in 17 quarters.
  • Fortem Financial Group's SiriusXM position peaked at $205K in Q3 2023.
  • 640 funds tracked by Wall St. Rank held SiriusXM as of Q4 2023.

Based on Fortem Financial Group's 13F filing for Q4 2023, filed 25 Jan 2024.