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 – 764
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Legacy Financial Advisors's SIRI Position: Q1 2023 in Review

Legacy Financial Advisors sold out of SiriusXM (SIRI) in Q1 2023, closing a stake of 1,425 shares — an estimated $83.2K sold.

Legacy Financial Advisors first reported a position in SIRI in Q4 2017 and held it in 10 quarters. The position peaked at $140K in Q1 2022. 638 funds tracked by Wall St. Rank hold SIRI as of Q1 2023.

  • Legacy Financial Advisors reported no remaining SiriusXM position as of Q1 2023 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,425 SiriusXM shares in Q1 2023, an estimated $83.2K.
  • Legacy Financial Advisors first reported a position in SiriusXM in Q4 2017 and held it in 10 quarters.
  • Legacy Financial Advisors's SiriusXM position peaked at $140K in Q1 2022.
  • 638 funds tracked by Wall St. Rank held SiriusXM as of Q1 2023.

Based on Legacy Financial Advisors's 13F filing for Q1 2023, filed 3 May 2023.