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Gladstone Institutional Advisory’s SiriusXM SIRI Stock Holding History

Gladstone Institutional Advisory’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
-1,044
Closed -$40.5K – 689
2024
Q1 		$40.5K Buy
1,044
+15
+1% +$713 ﹤0.01% 632
2023
Q4 		$56.3K Sell
1,029
-12
-1% -$577 ﹤0.01% 654
2023
Q3 		$47.1K Buy
+1,041
New +$48.4K ﹤0.01% 612
2022
Q1 		– Sell
-1,069
Closed -$68K – 752
2021
Q4 		$68K Hold
1,069
– – 0.01% 586
2021
Q3 		$65K Buy
+1,069
New +$67.2K 0.01% 532

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

Gladstone Institutional Advisory's SIRI Position: Q2 2024 in Review

Gladstone Institutional Advisory sold out of SiriusXM (SIRI) in Q2 2024, closing a stake of 1,044 shares — an estimated $40.5K sold.

Gladstone Institutional Advisory first reported a position in SIRI in Q3 2021 and held it in 5 quarters. The position peaked at $68K in Q4 2021. 561 funds tracked by Wall St. Rank hold SIRI as of Q2 2024.

  • Gladstone Institutional Advisory reported no remaining SiriusXM position as of Q2 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 1,044 SiriusXM shares in Q2 2024, an estimated $40.5K.
  • Gladstone Institutional Advisory first reported a position in SiriusXM in Q3 2021 and held it in 5 quarters.
  • Gladstone Institutional Advisory's SiriusXM position peaked at $68K in Q4 2021.
  • 561 funds tracked by Wall St. Rank held SiriusXM as of Q2 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2024, filed 2 Aug 2024.