FFM
SIRI icon

Forum Financial Management’s SiriusXM SIRI Stock Holding History

Forum Financial Management’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
-2,172
Closed -$61.5K – 784
2024
Q2 		$61.5K Buy
2,172
+174
+9% +$5.2K ﹤0.01% 707
2024
Q1 		$77.5K Buy
1,998
+200
+11% +$9.51K ﹤0.01% 733
2023
Q4 		$98.3K Buy
1,798
+701
+64% +$33.7K ﹤0.01% 675
2023
Q3 		$49.6K Hold
1,097
– – ﹤0.01% 632
2023
Q2 		$49.7K Buy
1,097
+10
+0.9% +$378 ﹤0.01% 651
2023
Q1 		$43.1K Hold
1,087
– – ﹤0.01% 614
2022
Q4 		$63.5K Hold
1,087
– – ﹤0.01% 585
2022
Q3 		$62K Buy
1,087
+1
+0.1% +$63 ﹤0.01% 529
2022
Q2 		$67K Sell
1,086
-100
-8% -$6.21K ﹤0.01% 562
2022
Q1 		$78K Hold
1,186
– – ﹤0.01% 599
2021
Q4 		$75K Buy
+1,186
New +$74.2K ﹤0.01% 646

Other funds holding SIRI

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Forum Financial Management's SIRI Position: Q3 2024 in Review

Forum Financial Management sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 2,172 shares — an estimated $61.5K sold.

Forum Financial Management first reported a position in SIRI in Q4 2021 and held it in 11 quarters. The position peaked at $98.3K in Q4 2023. 509 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

  • Forum Financial Management reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
  • Forum Financial Management sold 2,172 SiriusXM shares in Q3 2024, an estimated $61.5K.
  • Forum Financial Management first reported a position in SiriusXM in Q4 2021 and held it in 11 quarters.
  • Forum Financial Management's SiriusXM position peaked at $98.3K in Q4 2023.
  • 509 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on Forum Financial Management's 13F filing for Q3 2024, filed 29 Oct 2024.