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Foundations Investment Advisors’s SiriusXM SIRI Stock Holding History

Foundations Investment Advisors’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
-2,998
Closed -$84.8K – 856
2024
Q2 		$84.8K Sell
2,998
-4
-0.1% -$119 ﹤0.01% 737
2024
Q1 		$116K Buy
3,002
+5
+0.2% +$238 ﹤0.01% 688
2023
Q4 		$157K Sell
2,997
-58
-2% -$2.79K ﹤0.01% 645
2023
Q3 		$138K Buy
3,055
+127
+4% +$5.9K ﹤0.01% 623
2023
Q2 		$133K Buy
2,928
+1
+0% +$38 ﹤0.01% 555
2023
Q1 		$116K Sell
2,927
-100
-3% -$4.79K ﹤0.01% 499
2022
Q4 		$177K Buy
3,027
+54
+2% +$3.32K 0.01% 417
2022
Q3 		$170K Buy
+2,973
New +$187K 0.01% 382

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 $3.37T AUM 44.26% 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

Foundations Investment Advisors's SIRI Position: Q3 2024 in Review

Foundations Investment Advisors sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 2,998 shares — an estimated $84.8K sold.

Foundations Investment Advisors first reported a position in SIRI in Q3 2022 and held it in 8 quarters. The position peaked at $177K in Q4 2022. 509 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

  • Foundations Investment Advisors reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 2,998 SiriusXM shares in Q3 2024, an estimated $84.8K.
  • Foundations Investment Advisors first reported a position in SiriusXM in Q3 2022 and held it in 8 quarters.
  • Foundations Investment Advisors's SiriusXM position peaked at $177K in Q4 2022.
  • 509 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on Foundations Investment Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.