RKL Wealth Management’s SiriusXM SIRI Stock Holding History

RKL 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 Q2	–	Sell	-4,381	Closed	-$170K	–	155
2024 Q1	$170K	Buy	4,381 +2	+0%	+$95	0.02%	158
2023 Q4	$240K	Buy	+4,379	New	+$210K	0.03%	137

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RKL Wealth Management's SIRI Position: Q2 2024 in Review

RKL Wealth Management sold out of SiriusXM (SIRI) in Q2 2024, closing a stake of 4,381 shares — an estimated $170K sold.

RKL Wealth Management first reported a position in SIRI in Q4 2023 and held it in 2 quarters. The position peaked at $240K in Q4 2023. 561 funds tracked by Wall St. Rank hold SIRI as of Q2 2024.

RKL Wealth Management reported no remaining SiriusXM position as of Q2 2024 after selling out during the quarter.
RKL Wealth Management sold 4,381 SiriusXM shares in Q2 2024, an estimated $170K.
RKL Wealth Management first reported a position in SiriusXM in Q4 2023 and held it in 2 quarters.
RKL Wealth Management's SiriusXM position peaked at $240K in Q4 2023.
561 funds tracked by Wall St. Rank held SiriusXM as of Q2 2024.

Based on RKL Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.