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Level Four Advisory Services’s SiriusXM SIRI Stock Holding History

Level Four Advisory 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
-1,026
Closed -$29K – 800
2024
Q2 		$29K Sell
1,026
-267
-21% -$7.97K ﹤0.01% 734
2024
Q1 		$70.7K Sell
1,293
-10
-0.8% -$476 ﹤0.01% 752
2023
Q4 		$71.3K Sell
1,303
-363
-22% -$17.4K ﹤0.01% 747
2023
Q3 		$75.3K Buy
+1,666
New +$77.4K ﹤0.01% 722
2021
Q2 		– Sell
-2,010
Closed -$122K – 674
2021
Q1 		$122K Buy
2,010
+1
+0% +$61 0.01% 619
2020
Q4 		$128K Buy
2,009
+18
+0.9% +$1.1K 0.01% 578
2020
Q3 		$107K Sell
1,991
-36
-2% -$2.06K 0.01% 529
2020
Q2 		$120K Buy
2,027
+191
+10% +$10.7K 0.01% 553
2020
Q1 		$90K Sell
1,836
-7
-0.4% -$458 0.01% 471
2019
Q4 		$1.28M Buy
+1,843
New +$124K 0.05% 248

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Level Four Advisory Services's SIRI Position: Q3 2024 in Review

Level Four Advisory Services sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 1,026 shares — an estimated $29K sold.

Level Four Advisory Services first reported a position in SIRI in Q4 2019 and held it in 10 quarters. The position peaked at $1.28M in Q4 2019. 508 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

  • Level Four Advisory Services reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
  • Level Four Advisory Services sold 1,026 SiriusXM shares in Q3 2024, an estimated $29K.
  • Level Four Advisory Services first reported a position in SiriusXM in Q4 2019 and held it in 10 quarters.
  • Level Four Advisory Services's SiriusXM position peaked at $1.28M in Q4 2019.
  • 508 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on Level Four Advisory Services's 13F filing for Q3 2024, filed 14 Nov 2024.