IPW
SIRI icon

Impact Partnership Wealth’s SiriusXM SIRI Stock Holding History

Impact Partnership Wealth’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
-13,547
Closed -$320K – 328
2024
Q3 		$320K Buy
13,547
+302
+2% +$9.38K 0.07% 163
2024
Q2 		$375K Buy
+13,245
New +$396K 0.1% 142

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Impact Partnership Wealth's SIRI Position: Q4 2024 in Review

Impact Partnership Wealth sold out of SiriusXM (SIRI) in Q4 2024, closing a stake of 13,547 shares — an estimated $320K sold.

Impact Partnership Wealth first reported a position in SIRI in Q2 2024 and held it in 2 quarters. The position peaked at $375K in Q2 2024. 554 funds tracked by Wall St. Rank hold SIRI as of Q4 2024.

  • Impact Partnership Wealth reported no remaining SiriusXM position as of Q4 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 13,547 SiriusXM shares in Q4 2024, an estimated $320K.
  • Impact Partnership Wealth first reported a position in SiriusXM in Q2 2024 and held it in 2 quarters.
  • Impact Partnership Wealth's SiriusXM position peaked at $375K in Q2 2024.
  • 554 funds tracked by Wall St. Rank held SiriusXM as of Q4 2024.

Based on Impact Partnership Wealth's 13F filing for Q4 2024, filed 21 Jan 2025.