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Moulton Wealth Management’s SiriusXM SIRI Stock Holding History

Moulton Wealth Management’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
-1,024
Closed -$39.7K – 32
2024
Q1 		$39.7K Buy
+1,024
New +$48.7K 0.04% 24
2023
Q3 		– Sell
-1,007
Closed -$45.6K – 21
2023
Q2 		$45.6K Buy
+1,007
New +$38K 0.08% 17

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 $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HF
HRT Financial New York $40.1B 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 $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B 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 $1.56T AUM 27.86% 1-Year Est. Return

Moulton Wealth Management's SIRI Position: Q2 2024 in Review

Moulton Wealth Management sold out of SiriusXM (SIRI) in Q2 2024, closing a stake of 1,024 shares — an estimated $39.7K sold.

Moulton Wealth Management first reported a position in SIRI in Q2 2023 and held it in 2 quarters. The position peaked at $45.6K in Q2 2023. 561 funds tracked by Wall St. Rank hold SIRI as of Q2 2024.

  • Moulton Wealth Management reported no remaining SiriusXM position as of Q2 2024 after selling out during the quarter.
  • Moulton Wealth Management sold 1,024 SiriusXM shares in Q2 2024, an estimated $39.7K.
  • Moulton Wealth Management first reported a position in SiriusXM in Q2 2023 and held it in 2 quarters.
  • Moulton Wealth Management's SiriusXM position peaked at $45.6K in Q2 2023.
  • 561 funds tracked by Wall St. Rank held SiriusXM as of Q2 2024.

Based on Moulton Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.