LFA
SIRI icon

LifeGuide Financial Advisors’s SiriusXM SIRI Stock Holding History

LifeGuide 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
2024
Q3 		– Sell
-1,034
Closed -$29.3K – 42
2024
Q2 		$29.3K Hold
1,034
– – 0.01% 41
2024
Q1 		$40.1K Hold
1,034
– – 0.02% 41
2023
Q4 		$56.6K Sell
1,034
-9
-0.9% -$432 0.03% 42
2023
Q3 		$47.1K Sell
1,043
-11
-1% -$511 0.03% 37
2023
Q2 		$47.7K Hold
1,054
– – 0.03% 35
2023
Q1 		$41.8K Hold
1,054
– – 0.03% 31
2022
Q4 		$61.5K Hold
1,054
– – 0.05% 30
2022
Q3 		$60K Sell
1,054
-691
-40% -$43.4K 0.06% 25
2022
Q2 		$107K Buy
1,745
+11
+0.6% +$683 0.1% 26
2022
Q1 		$115K Hold
1,734
– – 0.09% 26
2021
Q4 		$110K Buy
+1,734
New +$108K 0.08% 24

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

LifeGuide Financial Advisors's SIRI Position: Q3 2024 in Review

LifeGuide Financial Advisors sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 1,034 shares — an estimated $29.3K sold.

LifeGuide Financial Advisors first reported a position in SIRI in Q4 2021 and held it in 11 quarters. The position peaked at $115K in Q1 2022. 508 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

  • LifeGuide Financial Advisors reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
  • LifeGuide Financial Advisors sold 1,034 SiriusXM shares in Q3 2024, an estimated $29.3K.
  • LifeGuide Financial Advisors first reported a position in SiriusXM in Q4 2021 and held it in 11 quarters.
  • LifeGuide Financial Advisors's SiriusXM position peaked at $115K in Q1 2022.
  • 508 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on LifeGuide Financial Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.