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Ridgecrest Wealth Partners’s SiriusXM SIRI Stock Holding History

Ridgecrest Wealth Partners’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
-1,200
Closed -$34K – 115
2024
Q2 		$34K Hold
1,200
– – 0.02% 105
2024
Q1 		$46.6K Hold
1,200
– – 0.03% 108
2023
Q4 		$65.6K Hold
1,200
– – 0.04% 97
2023
Q3 		$54.2K Hold
1,200
– – 0.04% 95
2023
Q2 		$54.4K Hold
1,200
– – 0.04% 102
2023
Q1 		$47.6K Hold
1,200
– – 0.03% 97
2022
Q4 		$70.1K Hold
1,200
– – 0.05% 92
2022
Q3 		$69K Hold
1,200
– – 0.06% 94
2022
Q2 		$74K Hold
1,200
– – 0.05% 102
2022
Q1 		$79K Hold
1,200
– – 0.05% 106
2021
Q4 		$76K Buy
+1,200
New +$75.1K 0.04% 119

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

Ridgecrest Wealth Partners's SIRI Position: Q3 2024 in Review

Ridgecrest Wealth Partners sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 1,200 shares — an estimated $34K sold.

Ridgecrest Wealth Partners first reported a position in SIRI in Q4 2021 and held it in 11 quarters. The position peaked at $79K in Q1 2022. 509 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

  • Ridgecrest Wealth Partners reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
  • Ridgecrest Wealth Partners sold 1,200 SiriusXM shares in Q3 2024, an estimated $34K.
  • Ridgecrest Wealth Partners first reported a position in SiriusXM in Q4 2021 and held it in 11 quarters.
  • Ridgecrest Wealth Partners's SiriusXM position peaked at $79K in Q1 2022.
  • 509 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on Ridgecrest Wealth Partners's 13F filing for Q3 2024, filed 4 Nov 2024.