Napa Wealth Management’s SiriusXM SIRI Stock Holding History

Napa 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 Q3	–	Sell	-1,455	Closed	-$41.2K	–	177
2024 Q2	$41.2K	Buy	+1,455	New	+$43.5K	0.03%	114

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Napa Wealth Management's SIRI Position: Q3 2024 in Review

Napa Wealth Management sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 1,455 shares — an estimated $41.2K sold.

Napa Wealth Management first reported a position in SIRI in Q2 2024 and held it in 1 quarter. The position peaked at $41.2K in Q2 2024. 508 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

Napa Wealth Management reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
Napa Wealth Management sold 1,455 SiriusXM shares in Q3 2024, an estimated $41.2K.
Napa Wealth Management first reported a position in SiriusXM in Q2 2024 and held it in 1 quarter.
Napa Wealth Management's SiriusXM position peaked at $41.2K in Q2 2024.
508 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on Napa Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.