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Simon Quick Advisors’s SiriusXM SIRI Stock Holding History

Simon Quick 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
-1,980
Closed -$108K – 422
2023
Q4 		$108K Buy
1,980
+74
+4% +$3.56K 0.01% 333
2023
Q3 		$86.1K Buy
1,906
+47
+3% +$2.19K 0.01% 341
2023
Q2 		$84.2K Buy
1,859
+184
+11% +$6.95K 0.01% 281
2023
Q1 		$66.5K Buy
1,675
+150
+10% +$7.18K 0.01% 271
2022
Q4 		$89.1K Buy
1,525
+35
+2% +$2.15K 0.01% 236
2022
Q3 		$85K Hold
1,490
– – 0.01% 194
2022
Q2 		$98K Buy
1,490
+50
+3% +$3.1K 0.01% 169
2022
Q1 		$95K Sell
1,440
-19
-1% -$1.2K 0.03% 153
2021
Q4 		$93K Buy
1,459
+9
+0.6% +$563 0.02% 167
2021
Q3 		$88K Buy
1,450
+10
+0.7% +$629 0.02% 187
2021
Q2 		$94K Hold
1,440
– – 0.02% 154
2021
Q1 		$87K Hold
1,440
– – 0.03% 159
2020
Q4 		$92K Hold
1,440
– – 0.03% 150
2020
Q3 		$77K Sell
1,440
-1,516
-51% -$86.9K 0.02% 155
2020
Q2 		$174K Hold
2,956
– – 0.07% 89
2020
Q1 		$146K Hold
2,956
– – 0.05% 96
2019
Q4 		$211K Buy
2,956
+1,440
+95% +$97K 0.08% 87
2019
Q3 		$95K Buy
+1,516
New +$93.2K 0.04% 124
2019
Q2 		– Sell
-1,516
Closed -$86K – 578
2019
Q1 		$86K Buy
+1,516
New +$90.4K 0.04% 134

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 $3.37T AUM 44.26% 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

Simon Quick Advisors's SIRI Position: Q1 2024 in Review

Simon Quick Advisors sold out of SiriusXM (SIRI) in Q1 2024, closing a stake of 1,980 shares — an estimated $108K sold.

Simon Quick Advisors first reported a position in SIRI in Q1 2019 and held it in 19 quarters. The position peaked at $211K in Q4 2019. 626 funds tracked by Wall St. Rank hold SIRI as of Q1 2024.

  • Simon Quick Advisors reported no remaining SiriusXM position as of Q1 2024 after selling out during the quarter.
  • Simon Quick Advisors sold 1,980 SiriusXM shares in Q1 2024, an estimated $108K.
  • Simon Quick Advisors first reported a position in SiriusXM in Q1 2019 and held it in 19 quarters.
  • Simon Quick Advisors's SiriusXM position peaked at $211K in Q4 2019.
  • 626 funds tracked by Wall St. Rank held SiriusXM as of Q1 2024.

Based on Simon Quick Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.