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Horizon Wealth Management’s SiriusXM SIRI Stock Holding History

Horizon 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
-1,017
Closed -$39.4K – 93
2024
Q1 		$39.4K Buy
1,017
+6
+0.6% +$285 0.01% 86
2023
Q4 		$55.3K Buy
1,011
+5
+0.5% +$240 0.02% 80
2023
Q3 		$45.4K Sell
1,006
-1,187
-54% -$55.2K 0.02% 76
2023
Q2 		$99.3K Buy
2,193
+15
+0.7% +$567 0.04% 80
2023
Q1 		$86.5K Buy
2,178
+12
+0.6% +$575 0.06% 75
2022
Q4 		$127K Buy
2,166
+8
+0.4% +$492 0.1% 67
2022
Q3 		$123K Sell
2,158
-43
-2% -$2.7K 0.09% 67
2022
Q2 		$135K Buy
2,201
+8
+0.4% +$497 0.06% 107
2022
Q1 		$145K Buy
2,193
+91
+4% +$5.73K 0.05% 107
2021
Q4 		$133K Buy
+2,102
New +$131K 0.04% 106

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Horizon Wealth Management sold out of SiriusXM (SIRI) in Q2 2024, closing a stake of 1,017 shares — an estimated $39.4K sold.

Horizon Wealth Management first reported a position in SIRI in Q4 2021 and held it in 10 quarters. The position peaked at $145K in Q1 2022. 562 funds tracked by Wall St. Rank hold SIRI as of Q2 2024.

  • Horizon Wealth Management reported no remaining SiriusXM position as of Q2 2024 after selling out during the quarter.
  • Horizon Wealth Management sold 1,017 SiriusXM shares in Q2 2024, an estimated $39.4K.
  • Horizon Wealth Management first reported a position in SiriusXM in Q4 2021 and held it in 10 quarters.
  • Horizon Wealth Management's SiriusXM position peaked at $145K in Q1 2022.
  • 562 funds tracked by Wall St. Rank held SiriusXM as of Q2 2024.

Based on Horizon Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.