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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 $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

McKinley Carter Wealth Services's SIRI Position: Q2 2024 in Review

McKinley Carter Wealth Services sold out of SiriusXM (SIRI) in Q2 2024, closing a stake of 3,381 shares — an estimated $131K sold.

McKinley Carter Wealth Services first reported a position in SIRI in Q3 2013 and held it in 5 quarters. The position peaked at $190K in Q4 2023. 562 funds tracked by Wall St. Rank hold SIRI as of Q2 2024.

  • McKinley Carter Wealth Services reported no remaining SiriusXM position as of Q2 2024 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 3,381 SiriusXM shares in Q2 2024, an estimated $131K.
  • McKinley Carter Wealth Services first reported a position in SiriusXM in Q3 2013 and held it in 5 quarters.
  • McKinley Carter Wealth Services's SiriusXM position peaked at $190K in Q4 2023.
  • 562 funds tracked by Wall St. Rank held SiriusXM as of Q2 2024.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2024, filed 9 Aug 2024.