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McKinley Carter Wealth Services’s SiriusXM SIRI Stock Holding History

McKinley Carter Wealth 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
Q2 		– Sell
-3,381
Closed -$131K – 302
2024
Q1 		$131K Sell
3,381
-90
-3% -$4.28K 0.01% 298
2023
Q4 		$190K Sell
3,471
-625
-15% -$30K 0.01% 300
2023
Q3 		$185K Buy
+4,096
New +$190K 0.01% 288
2018
Q2 		– Sell
-143
Closed -$9K – 343
2018
Q1 		$9K Buy
+143
New +$8.59K ﹤0.01% 383
2013
Q4 		– Sell
-2,104
Closed -$82K – 125
2013
Q3 		$82K Buy
+2,104
New +$78.3K 0.1% 94

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return