Global Wealth Management Investment Advisory’s SiriusXM SIRI Stock Holding History

Global Wealth Management Investment 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 Q1	–	Sell	-100	Closed	-$5.47K	–	381
2023 Q4	$5.47K	Buy	+100	New	+$4.8K	﹤0.01%	330
2023 Q3	–	Sell	-75	Closed	-$3.4K	–	496
2023 Q2	$3.4K	Buy	+75	New	+$2.83K	﹤0.01%	357
2022 Q3	–	Sell	-75	Closed	-$5K	–	412
2022 Q2	$5K	Hold	75	–	–	﹤0.01%	344
2022 Q1	$5K	Hold	75	–	–	﹤0.01%	370
2021 Q4	$5K	Hold	75	–	–	﹤0.01%	358
2021 Q3	$5K	Hold	75	–	–	﹤0.01%	362
2021 Q2	$5K	Hold	75	–	–	﹤0.01%	347
2021 Q1	$5K	Hold	75	–	–	﹤0.01%	362
2020 Q4	$5K	Hold	75	–	–	﹤0.01%	338
2020 Q3	$4K	Hold	75	–	–	﹤0.01%	350
2020 Q2	$4K	Hold	75	–	–	﹤0.01%	459
2020 Q1	$4K	Hold	75	–	–	﹤0.01%	444
2019 Q4	$5K	Hold	75	–	–	﹤0.01%	436
2019 Q3	$5K	Sell	75 -130	-63%	-$8K	﹤0.01%	407
2019 Q2	$11K	Buy	205 +10	+5%	+$569	0.01%	356
2019 Q1	$11K	Buy	195 +37	+23%	+$2.21K	0.01%	371
2018 Q4	$9K	Buy	+158	New	+$9.61K	0.01%	409

Other funds holding SIRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Global Wealth Management Investment Advisory's SIRI Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of SiriusXM (SIRI) in Q1 2024, closing a stake of 100 shares — an estimated $5.47K sold.

Global Wealth Management Investment Advisory first reported a position in SIRI in Q4 2018 and held it in 17 quarters. The position peaked at $11K in Q2 2019. 627 funds tracked by Wall St. Rank hold SIRI as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining SiriusXM position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 100 SiriusXM shares in Q1 2024, an estimated $5.47K.
Global Wealth Management Investment Advisory first reported a position in SiriusXM in Q4 2018 and held it in 17 quarters.
Global Wealth Management Investment Advisory's SiriusXM position peaked at $11K in Q2 2019.
627 funds tracked by Wall St. Rank held SiriusXM as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.