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Gitterman Wealth Management’s SiriusXM SIRI Stock Holding History

Gitterman Wealth 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
Q2 		– Sell
-3,248
Closed -$126K – 131
2024
Q1 		$126K Sell
3,248
-593
-15% -$28.2K 0.05% 100
2023
Q4 		$210K Buy
3,841
+257
+7% +$12.3K 0.09% 80
2023
Q3 		$162K Buy
3,584
+50
+1% +$2.32K 0.08% 73
2023
Q2 		$160K Sell
3,534
-908
-20% -$34.3K 0.07% 74
2023
Q1 		$176K Buy
+4,442
New +$213K 0.08% 77

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gitterman Wealth Management's SIRI Position: Q2 2024 in Review

Gitterman Wealth Management sold out of SiriusXM (SIRI) in Q2 2024, closing a stake of 3,248 shares — an estimated $126K sold.

Gitterman Wealth Management first reported a position in SIRI in Q1 2023 and held it in 5 quarters. The position peaked at $210K in Q4 2023. 561 funds tracked by Wall St. Rank hold SIRI as of Q2 2024.

  • Gitterman Wealth Management reported no remaining SiriusXM position as of Q2 2024 after selling out during the quarter.
  • Gitterman Wealth Management sold 3,248 SiriusXM shares in Q2 2024, an estimated $126K.
  • Gitterman Wealth Management first reported a position in SiriusXM in Q1 2023 and held it in 5 quarters.
  • Gitterman Wealth Management's SiriusXM position peaked at $210K in Q4 2023.
  • 561 funds tracked by Wall St. Rank held SiriusXM as of Q2 2024.

Based on Gitterman Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.