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 $263B AUM 16.68% 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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return