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IBEX Wealth Advisors’s SiriusXM SIRI Stock Holding History

IBEX Wealth 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
Q4 		– Sell
-19,180
Closed -$9.36M – 229
2024
Q3 		$9.36M Buy
19,180
+17,930
+1,434% +$557K 2.56% 11
2024
Q2 		$35.4K Hold
1,250
– – 0.01% 176
2024
Q1 		$73K Sell
1,250
-50
-4% -$2.38K 0.02% 109
2023
Q4 		$68K Buy
1,300
+50
+4% +$2.4K 0.01% 109
2023
Q3 		$57K Buy
+1,250
New +$58.1K 0.01% 111
2023
Q1 		$50K Hold
1,250
– – 0.01% 102
2022
Q4 		$73K Hold
1,250
– – 0.02% 174
2022
Q3 		$71K Hold
1,250
– – 0.02% 147
2022
Q2 		$77K Hold
1,250
– – 0.02% 155
2022
Q1 		$83K Hold
1,250
– – 0.02% 171
2021
Q4 		$79K Hold
1,250
– – 0.01% 192
2021
Q3 		$76K Hold
1,250
– – 0.01% 242
2021
Q2 		$82K Buy
+1,250
New +$78.4K 0.02% 181
2019
Q3 		– Sell
-1,311
Closed -$73K – 341
2019
Q2 		$73K Buy
+1,311
New +$74.6K 0.02% 184
2017
Q4 		– Sell
-1,260
Closed -$72K – 130
2017
Q3 		$72K Buy
+1,260
New +$69.7K 0.03% 136
2017
Q2 		– Sell
-1,260
Closed -$64K – 137
2017
Q1 		$64K Hold
1,260
– – 0.04% 75
2016
Q4 		$58K Buy
1,260
+10
+0.8% +$435 0.03% 169
2016
Q3 		$53K Buy
+1,250
New +$52.2K 0.03% 113

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return

IBEX Wealth Advisors's SIRI Position: Q4 2024 in Review

IBEX Wealth Advisors sold out of SiriusXM (SIRI) in Q4 2024, closing a stake of 19,180 shares — an estimated $9.36M sold.

IBEX Wealth Advisors first reported a position in SIRI in Q3 2016 and held it in 18 quarters. The position peaked at $9.36M in Q3 2024. 555 funds tracked by Wall St. Rank hold SIRI as of Q4 2024.

  • IBEX Wealth Advisors reported no remaining SiriusXM position as of Q4 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 19,180 SiriusXM shares in Q4 2024, an estimated $9.36M.
  • IBEX Wealth Advisors first reported a position in SiriusXM in Q3 2016 and held it in 18 quarters.
  • IBEX Wealth Advisors's SiriusXM position peaked at $9.36M in Q3 2024.
  • 555 funds tracked by Wall St. Rank held SiriusXM as of Q4 2024.

Based on IBEX Wealth Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.