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Marcum Wealth’s SiriusXM SIRI Stock Holding History

Marcum Wealth’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
-1,004
Closed -$28.4K – 422
2024
Q2 		$28.4K Sell
1,004
-425
-30% -$12.7K ﹤0.01% 351
2024
Q1 		$55.4K Hold
1,429
– – 0.01% 359
2023
Q4 		$78.2K Sell
1,429
-66
-4% -$3.17K 0.01% 347
2023
Q3 		$67.6K Hold
1,495
– – 0.01% 333
2023
Q2 		$67.7K Sell
1,495
-527
-26% -$19.9K 0.01% 346
2023
Q1 		$80.3K Sell
2,022
-99
-5% -$4.74K 0.01% 335
2022
Q4 		$124K Buy
2,121
+100
+5% +$6.15K 0.02% 317
2022
Q3 		$115K Hold
2,021
– – 0.02% 313
2022
Q2 		$124K Buy
2,021
+1
+0% +$62 0.02% 307
2022
Q1 		$134K Buy
2,020
+76
+4% +$4.78K 0.02% 328
2021
Q4 		$123K Buy
1,944
+1
+0.1% +$63 0.02% 328
2021
Q3 		$119K Buy
1,943
+635
+49% +$39.9K 0.02% 316
2021
Q2 		$86K Hold
1,308
– – 0.01% 287
2021
Q1 		$80K Buy
1,308
+31
+2% +$1.89K 0.01% 286
2020
Q4 		$81K Hold
1,277
– – 0.02% 147
2020
Q3 		$68K Hold
1,277
– – 0.02% 118
2020
Q2 		$75K Sell
1,277
-15
-1% -$841 0.02% 115
2020
Q1 		$64K Buy
1,292
+34
+3% +$2.22K 0.02% 91
2019
Q4 		$90K Buy
+1,258
New +$84.8K 0.03% 102

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Marcum Wealth's SIRI Position: Q3 2024 in Review

Marcum Wealth sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 1,004 shares — an estimated $28.4K sold.

Marcum Wealth first reported a position in SIRI in Q4 2019 and held it in 19 quarters. The position peaked at $134K in Q1 2022. 509 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

  • Marcum Wealth reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
  • Marcum Wealth sold 1,004 SiriusXM shares in Q3 2024, an estimated $28.4K.
  • Marcum Wealth first reported a position in SiriusXM in Q4 2019 and held it in 19 quarters.
  • Marcum Wealth's SiriusXM position peaked at $134K in Q1 2022.
  • 509 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on Marcum Wealth's 13F filing for Q3 2024, filed 8 Oct 2024.