FIA
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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 $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 $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $77.3B 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 $5.26B AUM 47.23% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return