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 $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Geode Capital Management

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

Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return