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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 $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

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

Palumbo Wealth Management sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 1,119 shares — an estimated $31.7K sold.

Palumbo Wealth Management first reported a position in SIRI in Q4 2020 and held it in 15 quarters. The position peaked at $704K in Q2 2021. 509 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

  • Palumbo Wealth Management reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
  • Palumbo Wealth Management sold 1,119 SiriusXM shares in Q3 2024, an estimated $31.7K.
  • Palumbo Wealth Management first reported a position in SiriusXM in Q4 2020 and held it in 15 quarters.
  • Palumbo Wealth Management's SiriusXM position peaked at $704K in Q2 2021.
  • 509 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on Palumbo Wealth Management's 13F filing for Q3 2024, filed 28 Oct 2024.