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New England Professional Planning Group’s SiriusXM SIRI Stock Holding History

New England Professional Planning Group’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
-1,861
Closed -$72.2K – 55
2024
Q1 		$72.2K Hold
1,861
– – 0.04% 52
2023
Q4 		$102K Hold
1,861
– – 0.06% 42
2023
Q3 		$84.1K Hold
1,861
– – 0.05% 40
2023
Q2 		$84.3K Hold
1,861
– – 0.05% 39
2023
Q1 		$74.1K Hold
1,861
– – 0.04% 37
2022
Q4 		$109K Hold
1,861
– – 0.06% 42
2022
Q3 		$106K Hold
1,861
– – 0.08% 35
2022
Q2 		$114K Hold
1,861
– – 0.08% 39
2022
Q1 		$123K Sell
1,861
-18
-1% -$1.13K 0.07% 42
2021
Q4 		$119K Hold
1,879
– – 0.07% 46
2021
Q3 		$114K Hold
1,879
– – 0.07% 47
2021
Q2 		$115K Hold
1,879
– – 0.07% 51
2021
Q1 		$112K Hold
1,879
– – 0.07% 54
2020
Q4 		$120K Hold
1,879
– – 0.08% 43
2020
Q3 		$113K Sell
1,879
-24
-1% -$1.38K 0.09% 35
2020
Q2 		$114K Hold
1,903
– – 0.09% 44
2020
Q1 		$109K Hold
1,903
– – 0.1% 41
2019
Q4 		$136K Buy
+1,903
New +$128K 0.11% 55
2018
Q3 		$162K Buy
2,550
+27
+1% +$1.88K 0.19% 49
2018
Q2 		$171K Sell
2,523
-21
-0.8% -$1.42K 0.22% 40
2018
Q1 		$162K Buy
2,544
+24
+1% +$1.44K 0.22% 42
2017
Q4 		$134K Buy
+2,520
New +$139K 0.16% 44
2016
Q2 		$110K Hold
2,520
– – 0.12% 45
2016
Q1 		$100K Sell
2,520
-2,024
-45% -$75.6K 0.1% 44
2015
Q4 		$184K Buy
4,544
+2,024
+80% +$81.8K 0.21% 45
2015
Q3 		$103K Sell
2,520
-2,024
-45% -$77.6K 0.12% 43
2015
Q2 		$170K Hold
4,544
– – 0.22% 47
2015
Q1 		$177K Buy
4,544
+1,374
+43% +$51.6K 0.24% 44
2014
Q4 		$114K Buy
+3,170
New +$109K 0.17% 42

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

New England Professional Planning Group's SIRI Position: Q2 2024 in Review

New England Professional Planning Group sold out of SiriusXM (SIRI) in Q2 2024, closing a stake of 1,861 shares — an estimated $72.2K sold.

New England Professional Planning Group first reported a position in SIRI in Q4 2014 and held it in 29 quarters. The position peaked at $184K in Q4 2015. 562 funds tracked by Wall St. Rank hold SIRI as of Q2 2024.

  • New England Professional Planning Group reported no remaining SiriusXM position as of Q2 2024 after selling out during the quarter.
  • New England Professional Planning Group sold 1,861 SiriusXM shares in Q2 2024, an estimated $72.2K.
  • New England Professional Planning Group first reported a position in SiriusXM in Q4 2014 and held it in 29 quarters.
  • New England Professional Planning Group's SiriusXM position peaked at $184K in Q4 2015.
  • 562 funds tracked by Wall St. Rank held SiriusXM as of Q2 2024.

Based on New England Professional Planning Group's 13F filing for Q2 2024, filed 1 Aug 2024.