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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 – 600
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 $6.73T AUM 46.02% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Moneta Group Investment Advisors's SIRI Position: Q1 2024 in Review

Moneta Group Investment Advisors sold out of SiriusXM (SIRI) in Q1 2024, closing a stake of 1,393 shares — an estimated $76.2K sold.

Moneta Group Investment Advisors first reported a position in SIRI in Q3 2015 and held it in 6 quarters. The position peaked at $76.2K in Q4 2023. 626 funds tracked by Wall St. Rank hold SIRI as of Q1 2024.

  • Moneta Group Investment Advisors reported no remaining SiriusXM position as of Q1 2024 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,393 SiriusXM shares in Q1 2024, an estimated $76.2K.
  • Moneta Group Investment Advisors first reported a position in SiriusXM in Q3 2015 and held it in 6 quarters.
  • Moneta Group Investment Advisors's SiriusXM position peaked at $76.2K in Q4 2023.
  • 626 funds tracked by Wall St. Rank held SiriusXM as of Q1 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2024, filed 13 Aug 2024.