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ICA Group Wealth Management’s SiriusXM SIRI Stock Holding History

ICA Group 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 		$15.3K Sell
540
-380
-41% -$11.4K 0.01% 409
2024
Q1 		$35.7K Buy
920
+50
+6% +$2.38K 0.01% 630
2023
Q4 		$47.6K Buy
+870
New +$41.8K 0.01% 531
2023
Q3 		– Sell
-870
Closed -$39.4K – 1055
2023
Q2 		$39.4K Hold
870
– – 0.01% 540
2023
Q1 		$34.5K Hold
870
– – 0.01% 553
2022
Q4 		$50.6K Sell
870
-2,193
-72% -$135K 0.01% 509
2022
Q3 		$175K Buy
3,063
+8
+0.3% +$503 0.04% 344
2022
Q2 		$196K Sell
3,055
-510
-14% -$31.7K 0.04% 368
2022
Q1 		$223K Buy
+3,565
New +$224K 0.04% 340

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

ICA Group Wealth Management's SIRI Position: Q2 2024 in Review

ICA Group Wealth Management reduced its SiriusXM (SIRI) stake by 41% in Q2 2024, selling an estimated $11.4K and leaving 540 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #409.

ICA Group Wealth Management first reported a position in SIRI in Q1 2022 and has held it in 9 quarters since. The position peaked at $223K in Q1 2022. 562 funds tracked by Wall St. Rank hold SIRI as of Q2 2024.

  • ICA Group Wealth Management held 540 shares of SiriusXM worth $15.3K as of Q2 2024.
  • ICA Group Wealth Management sold 380 SiriusXM shares in Q2 2024, an estimated $11.4K.
  • SiriusXM made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #409 holding.
  • ICA Group Wealth Management first reported a position in SiriusXM in Q1 2022 and has held it in 9 quarters since.
  • ICA Group Wealth Management's SiriusXM position peaked at $223K in Q1 2022.
  • 562 funds tracked by Wall St. Rank held SiriusXM as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.