San Luis Wealth Advisors’s SiriusXM SIRI Stock Holding History

San Luis Wealth 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
2023 Q3	–	Sell	-1,358	Closed	-$62K	–	145
2023 Q2	$62K	Buy	+1,358	New	+$51.3K	0.02%	157

Other funds holding SIRI

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

San Luis Wealth Advisors's SIRI Position: Q3 2023 in Review

San Luis Wealth Advisors sold out of SiriusXM (SIRI) in Q3 2023, closing a stake of 1,358 shares — an estimated $62K sold.

San Luis Wealth Advisors first reported a position in SIRI in Q2 2023 and held it in 1 quarter. The position peaked at $62K in Q2 2023. 606 funds tracked by Wall St. Rank hold SIRI as of Q3 2023.

San Luis Wealth Advisors reported no remaining SiriusXM position as of Q3 2023 after selling out during the quarter.
San Luis Wealth Advisors sold 1,358 SiriusXM shares in Q3 2023, an estimated $62K.
San Luis Wealth Advisors first reported a position in SiriusXM in Q2 2023 and held it in 1 quarter.
San Luis Wealth Advisors's SiriusXM position peaked at $62K in Q2 2023.
606 funds tracked by Wall St. Rank held SiriusXM as of Q3 2023.

Based on San Luis Wealth Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.