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Palumbo Wealth Management’s SiriusXM SIRI Stock Holding History

Palumbo 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
-1,119
Closed -$31.7K – 167
2024
Q2 		$31.7K Sell
1,119
-14
-1% -$418 0.01% 149
2024
Q1 		$44K Buy
1,133
+6
+0.5% +$285 0.02% 137
2023
Q4 		$61.6K Buy
1,127
+6
+0.5% +$288 0.03% 119
2023
Q3 		$50.7K Buy
1,121
+7
+0.6% +$325 0.03% 116
2023
Q2 		$50.5K Buy
1,114
+7
+0.6% +$264 0.03% 104
2023
Q1 		$43.9K Sell
1,107
-15
-1% -$718 0.03% 91
2022
Q4 		$65.5K Sell
1,122
-27
-2% -$1.66K 0.05% 81
2022
Q3 		$66K Buy
1,149
+4
+0.3% +$251 0.06% 77
2022
Q2 		$70K Buy
1,145
+4
+0.4% +$248 0.06% 80
2022
Q1 		$76K Buy
1,141
+47
+4% +$2.96K 0.05% 86
2021
Q4 		$69K Sell
1,094
-631
-37% -$39.5K 0.04% 89
2021
Q3 		$105K Sell
1,725
-9,036
-84% -$568K 0.07% 96
2021
Q2 		$704K Sell
10,761
-100
-0.9% -$6.27K 0.47% 56
2021
Q1 		$661K Buy
10,861
+2
+0% +$122 0.5% 53
2020
Q4 		$692K Buy
+10,859
New +$667K 0.56% 38

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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return