Legacy Financial Group (Iowa)’s SiriusXM SIRI Stock Holding History

Legacy Financial Group (Iowa)’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 Q4	–	Sell	-30	Closed	-$1.36K	–	429
2023 Q3	$1.36K	Buy	+30	New	+$1.4K	﹤0.01%	498

Other funds holding SIRI

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Group (Iowa)'s SIRI Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of SiriusXM (SIRI) in Q4 2023, closing a stake of 30 shares — an estimated $1.36K sold.

Legacy Financial Group (Iowa) first reported a position in SIRI in Q3 2023 and held it in 1 quarter. The position peaked at $1.36K in Q3 2023. 640 funds tracked by Wall St. Rank hold SIRI as of Q4 2023.

Legacy Financial Group (Iowa) reported no remaining SiriusXM position as of Q4 2023 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 30 SiriusXM shares in Q4 2023, an estimated $1.36K.
Legacy Financial Group (Iowa) first reported a position in SiriusXM in Q3 2023 and held it in 1 quarter.
Legacy Financial Group (Iowa)'s SiriusXM position peaked at $1.36K in Q3 2023.
640 funds tracked by Wall St. Rank held SiriusXM as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.