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Kelly Financial Services’s SiriusXM SIRI Stock Holding History

Kelly Financial Services’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
-133
Closed -$3.75K – 636
2024
Q2 		$3.75K Hold
133
– – ﹤0.01% 523
2024
Q1 		$5.14K Hold
133
– – ﹤0.01% 499
2023
Q4 		$7.25K Hold
133
– – ﹤0.01% 431
2023
Q3 		$5.99K Hold
133
– – ﹤0.01% 437
2023
Q2 		$6K Hold
133
– – ﹤0.01% 425
2023
Q1 		$5.26K Hold
133
– – ﹤0.01% 421
2022
Q4 		$7.74K Sell
133
-15
-10% -$922 ﹤0.01% 358
2022
Q3 		$8.47K Buy
148
+15
+11% +$943 ﹤0.01% 340
2022
Q2 		$8.12K Hold
133
– – ﹤0.01% 347
2022
Q1 		$8.77K Hold
133
– – ﹤0.01% 352
2021
Q4 		$8.41K Hold
133
– – ﹤0.01% 370
2021
Q3 		$8.08K Hold
133
– – ﹤0.01% 360
2021
Q2 		$8.67K Hold
133
– – ﹤0.01% 354
2021
Q1 		$8.07K Sell
133
-99
-43% -$6.03K 0.01% 331
2020
Q4 		$14.8K Hold
232
– – 0.01% 224
2020
Q3 		$12.4K Hold
232
– – 0.01% 228
2020
Q2 		$13.6K Buy
232
+1
+0.4% +$56 0.01% 204
2020
Q1 		$11.4K Hold
231
– – 0.01% 194
2019
Q4 		$16.5K Hold
231
– – 0.01% 185
2019
Q3 		$14.4K Sell
231
-5
-2% -$307 0.01% 186
2019
Q2 		$13.2K Hold
236
– – 0.01% 194
2019
Q1 		$13.4K Buy
+236
New +$14.1K 0.01% 188

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

Kelly Financial Services's SIRI Position: Q3 2024 in Review

Kelly Financial Services sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 133 shares — an estimated $3.75K sold.

Kelly Financial Services first reported a position in SIRI in Q1 2019 and held it in 22 quarters. The position peaked at $16.5K in Q4 2019. 509 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

  • Kelly Financial Services reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 133 SiriusXM shares in Q3 2024, an estimated $3.75K.
  • Kelly Financial Services first reported a position in SiriusXM in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's SiriusXM position peaked at $16.5K in Q4 2019.
  • 509 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.