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Sargent Investment Group’s SiriusXM SIRI Stock Holding History

Sargent Investment Group’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
Q4 		– Sell
-1,250
Closed -$56.5K – 214
2023
Q3 		$56.5K Sell
1,250
-457
-27% -$21.2K 0.01% 198
2023
Q2 		$77.3K Sell
1,707
-203
-11% -$7.67K 0.02% 194
2023
Q1 		$75.6K Hold
1,910
– – 0.02% 191
2022
Q4 		$112K Hold
1,910
– – 0.03% 183
2022
Q3 		$113K Buy
1,910
+303
+19% +$19K 0.04% 176
2022
Q2 		$99K Sell
1,607
-200
-11% -$12.4K 0.03% 177
2022
Q1 		$120K Buy
1,807
+660
+58% +$41.5K 0.03% 181
2021
Q4 		$73K Hold
1,147
– – 0.02% 180
2021
Q3 		$70K Hold
1,147
– – 0.02% 184
2021
Q2 		$75K Buy
+1,147
New +$71.9K 0.02% 198

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return