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Northwest Financial Advisors’s SiriusXM SIRI Stock Holding History

Northwest Financial 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
Q4 		– Sell
-41
Closed -$982 – 465
2024
Q3 		$982 Buy
+41
New +$1.27K ﹤0.01% 517
2024
Q1 		– Sell
-206
Closed -$11.3K – 443
2023
Q4 		$11.3K Buy
+206
New +$9.9K 0.01% 364

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Northwest Financial Advisors's SIRI Position: Q4 2024 in Review

Northwest Financial Advisors sold out of SiriusXM (SIRI) in Q4 2024, closing a stake of 41 shares — an estimated $982 sold.

Northwest Financial Advisors first reported a position in SIRI in Q4 2023 and held it in 2 quarters. The position peaked at $11.3K in Q4 2023. 554 funds tracked by Wall St. Rank hold SIRI as of Q4 2024.

  • Northwest Financial Advisors reported no remaining SiriusXM position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 41 SiriusXM shares in Q4 2024, an estimated $982.
  • Northwest Financial Advisors first reported a position in SiriusXM in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's SiriusXM position peaked at $11.3K in Q4 2023.
  • 554 funds tracked by Wall St. Rank held SiriusXM as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.