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Moneta Group Investment Advisors’s SiriusXM SIRI Stock Holding History

Moneta Group Investment 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
Q1 		– Sell
-1,393
Closed -$76.2K – 628
2023
Q4 		$76.2K Sell
1,393
-30
-2% -$1.44K ﹤0.01% 547
2023
Q3 		$64.3K Buy
+1,423
New +$66.1K ﹤0.01% 511
2019
Q4 		– Sell
-1,071
Closed -$67K – 282
2019
Q3 		$67K Buy
+1,071
New +$65.9K 0.01% 257
2018
Q2 		– Sell
-175
Closed -$11K – 601
2018
Q1 		$11K Buy
175
+120
+218% +$7.21K ﹤0.01% 455
2017
Q4 		$3K Buy
+55
New +$3.04K ﹤0.01% 392
2015
Q4 		– Sell
-55
Closed -$2K – 366
2015
Q3 		$2K Buy
+55
New +$2.11K ﹤0.01% 505

Other funds holding SIRI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return