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Resurgent Financial Advisors’s SiriusXM SIRI Stock Holding History

Resurgent 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
Q1 		– Sell
-765
Closed -$41.8K – 431
2023
Q4 		$41.8K Hold
765
– – 0.03% 368
2023
Q3 		$34.6K Hold
765
– – 0.02% 391
2023
Q2 		$34.7K Hold
765
– – 0.02% 398
2023
Q1 		$30.4K Hold
765
– – 0.02% 422
2022
Q4 		$44.7K Buy
+765
New +$47K 0.02% 451

Other funds holding SIRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Resurgent Financial Advisors's SIRI Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of SiriusXM (SIRI) in Q1 2024, closing a stake of 765 shares — an estimated $41.8K sold.

Resurgent Financial Advisors first reported a position in SIRI in Q4 2022 and held it in 5 quarters. The position peaked at $44.7K in Q4 2022. 627 funds tracked by Wall St. Rank hold SIRI as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining SiriusXM position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 765 SiriusXM shares in Q1 2024, an estimated $41.8K.
  • Resurgent Financial Advisors first reported a position in SiriusXM in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's SiriusXM position peaked at $44.7K in Q4 2022.
  • 627 funds tracked by Wall St. Rank held SiriusXM as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.