Institutional & Family Asset Management’s SiriusXM SIRI Stock Holding History

Institutional & Family Asset 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	$1.95K	Hold	69	–	–	﹤0.01%	581
2024 Q1	$2.68K	Hold	69	–	–	﹤0.01%	559
2023 Q4	$3.77K	Hold	69	–	–	﹤0.01%	514
2023 Q3	$3.12K	Hold	69	–	–	﹤0.01%	523
2023 Q2	$3.13K	Hold	69	–	–	﹤0.01%	536
2023 Q1	$2.74K	Hold	69	–	–	﹤0.01%	542
2022 Q4	$4.03K	Hold	69	–	–	﹤0.01%	496
2022 Q3	$4K	Hold	69	–	–	﹤0.01%	518
2022 Q2	$4K	Hold	69	–	–	﹤0.01%	529
2022 Q1	$5K	Hold	69	–	–	﹤0.01%	553
2021 Q4	$4K	Hold	69	–	–	﹤0.01%	598
2021 Q3	$4K	Hold	69	–	–	﹤0.01%	713
2021 Q2	$5K	Sell	69 -1,000	-94%	-$62.7K	﹤0.01%	723
2021 Q1	$65K	Buy	1,069 +600	+128%	+$36.6K	0.01%	322
2020 Q4	$30K	Hold	469	–	–	0.01%	392
2020 Q3	$25K	Buy	469 +400	+580%	+$22.9K	0.01%	373
2020 Q2	$4K	Hold	69	–	–	﹤0.01%	618
2020 Q1	$3K	Hold	69	–	–	﹤0.01%	601
2019 Q4	$5K	Hold	69	–	–	﹤0.01%	606
2019 Q3	$4K	Hold	69	–	–	﹤0.01%	604
2019 Q2	$4K	Hold	69	–	–	﹤0.01%	633
2019 Q1	$4K	Hold	69	–	–	﹤0.01%	635
2018 Q4	$4K	Hold	69	–	–	﹤0.01%	619
2018 Q3	$4K	Sell	69 -92	-57%	-$6.4K	﹤0.01%	650
2018 Q2	$11K	Hold	161	–	–	﹤0.01%	516
2018 Q1	$10K	Buy	+161	New	+$9.67K	﹤0.01%	511

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Institutional & Family Asset Management's SIRI Position: Q2 2024 in Review

Institutional & Family Asset Management held its SiriusXM (SIRI) position steady in Q2 2024 at 69 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Institutional & Family Asset Management first reported a position in SIRI in Q1 2018 and has held it in 26 quarters since. The position peaked at $65K in Q1 2021. 561 funds tracked by Wall St. Rank hold SIRI as of Q2 2024.

Institutional & Family Asset Management held 69 shares of SiriusXM worth $1.95K as of Q2 2024.
Institutional & Family Asset Management left its SiriusXM share count unchanged in Q2 2024.
SiriusXM made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #581 holding.
Institutional & Family Asset Management first reported a position in SiriusXM in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's SiriusXM position peaked at $65K in Q1 2021.
561 funds tracked by Wall St. Rank held SiriusXM as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.