IAA
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Independent Advisor Alliance’s SiriusXM SIRI Stock Holding History

Independent Advisor Alliance’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
Q3 		– Sell
-1,283
Closed -$36.3K – 752
2024
Q2 		$36.3K Buy
+1,283
New +$38.3K ﹤0.01% 688
2023
Q1 		– Sell
-1,211
Closed -$71 – 698
2022
Q4 		$71 Sell
1,211
-24
-2% -$1.48K ﹤0.01% 398
2022
Q3 		$71K Buy
+1,235
New +$77.6K ﹤0.01% 600
2022
Q2 		– Sell
-1,493
Closed -$99K – 685
2022
Q1 		$99K Buy
1,493
+45
+3% +$2.83K ﹤0.01% 629
2021
Q4 		$92K Sell
1,448
-528
-27% -$33K ﹤0.01% 647
2021
Q3 		$121K Buy
1,976
+502
+34% +$31.6K 0.01% 602
2021
Q2 		$96K Sell
1,474
-50
-3% -$3.13K 0.01% 604
2021
Q1 		$93K Sell
1,524
-273
-15% -$16.6K 0.01% 573
2020
Q4 		$114K Sell
1,797
-1,241
-41% -$76.2K 0.01% 526
2020
Q3 		$163K Buy
3,038
+4
+0.1% +$229 0.01% 465
2020
Q2 		$178K Sell
3,034
-495
-14% -$27.7K 0.02% 448
2020
Q1 		$174K Buy
3,529
+2,187
+163% +$143K 0.03% 371
2019
Q4 		$96K Sell
1,342
-28
-2% -$1.89K ﹤0.01% 864
2019
Q3 		$86K Buy
1,370
+95
+7% +$5.84K 0.01% 439
2019
Q2 		$71K Buy
1,275
+11
+0.9% +$626 0.01% 400
2019
Q1 		$72K Buy
1,264
+19
+2% +$1.13K 0.01% 428
2018
Q4 		$71K Sell
1,245
-223
-15% -$13.6K 0.01% 388
2018
Q3 		$92K Buy
+1,468
New +$102K 0.02% 368
2017
Q4 		– Sell
-1,098
Closed -$63K – 334
2017
Q3 		$63K Buy
+1,098
New +$60.8K 0.02% 259

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Independent Advisor Alliance's SIRI Position: Q3 2024 in Review

Independent Advisor Alliance sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 1,283 shares — an estimated $36.3K sold.

Independent Advisor Alliance first reported a position in SIRI in Q3 2017 and held it in 19 quarters. The position peaked at $178K in Q2 2020. 509 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

  • Independent Advisor Alliance reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 1,283 SiriusXM shares in Q3 2024, an estimated $36.3K.
  • Independent Advisor Alliance first reported a position in SiriusXM in Q3 2017 and held it in 19 quarters.
  • Independent Advisor Alliance's SiriusXM position peaked at $178K in Q2 2020.
  • 509 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on Independent Advisor Alliance's 13F filing for Q3 2024, filed 13 Nov 2024.