LFA
SIRI icon

Legacy Financial Advisors’s SiriusXM SIRI Stock Holding History

Legacy Financial Advisors’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
2023
Q1 		– Sell
-1,425
Closed -$83.2K – 265
2022
Q4 		$83.2K Sell
1,425
-72
-5% -$4.43K 0.02% 240
2022
Q3 		$85K Sell
1,497
-221
-13% -$13.9K 0.02% 217
2022
Q2 		$105K Sell
1,718
-399
-19% -$24.8K 0.03% 216
2022
Q1 		$140K Buy
+2,117
New +$133K 0.03% 236
2019
Q2 		– Sell
-90
Closed -$5K – 765
2019
Q1 		$5K Hold
90
– – ﹤0.01% 781
2018
Q4 		$5K Hold
90
– – ﹤0.01% 747
2018
Q3 		$5K Hold
90
– – ﹤0.01% 701
2018
Q2 		$6K Hold
90
– – ﹤0.01% 669
2018
Q1 		$5K Hold
90
– – ﹤0.01% 649
2017
Q4 		$4K Buy
+90
New +$4.97K ﹤0.01% 675

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return