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Orion Portfolio Solutions’s SiriusXM SIRI Stock Holding History

Orion Portfolio Solutions’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
-3,822
Closed -$108K – 1840
2024
Q2 		$108K Buy
3,822
+58
+2% +$1.73K ﹤0.01% 1678
2024
Q1 		$146K Buy
3,764
+2,605
+225% +$124K ﹤0.01% 1638
2023
Q4 		$63.5K Buy
1,159
+42
+4% +$2.02K ﹤0.01% 1628
2023
Q3 		$50.5K Buy
1,117
+96
+9% +$4.46K ﹤0.01% 1594
2023
Q2 		$46.2K Sell
1,021
-572
-36% -$21.6K ﹤0.01% 1615
2023
Q1 		$63.2K Buy
1,593
+13
+0.8% +$623 ﹤0.01% 1538
2022
Q4 		$92.3K Buy
+1,580
New +$97.1K ﹤0.01% 790
2021
Q1 		– Sell
-1,020
Closed -$65K – 563
2020
Q4 		$65K Sell
1,020
-112
-10% -$6.88K ﹤0.01% 492
2020
Q3 		$61K Buy
1,132
+42
+4% +$2.41K ﹤0.01% 437
2020
Q2 		$64K Sell
1,090
-213
-16% -$11.9K ﹤0.01% 651
2020
Q1 		$64K Buy
1,303
+184
+16% +$12K ﹤0.01% 535
2019
Q4 		$80K Buy
+1,119
New +$75.4K 0.01% 455

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Orion Portfolio Solutions's SIRI Position: Q3 2024 in Review

Orion Portfolio Solutions sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 3,822 shares — an estimated $108K sold.

Orion Portfolio Solutions first reported a position in SIRI in Q4 2019 and held it in 12 quarters. The position peaked at $146K in Q1 2024. 509 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

  • Orion Portfolio Solutions reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 3,822 SiriusXM shares in Q3 2024, an estimated $108K.
  • Orion Portfolio Solutions first reported a position in SiriusXM in Q4 2019 and held it in 12 quarters.
  • Orion Portfolio Solutions's SiriusXM position peaked at $146K in Q1 2024.
  • 509 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on Orion Portfolio Solutions's 13F filing for Q3 2024, filed 15 Nov 2024.