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Simplicity Solutions’s SiriusXM SIRI Stock Holding History

Simplicity Solutions’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 		$122K Buy
2,228
+143
+7% +$6.87K ﹤0.01% 1004
2023
Q3 		$94.3K Sell
2,085
-768
-27% -$35.7K ﹤0.01% 945
2023
Q2 		$129K Sell
2,853
-1,521
-35% -$57.4K ﹤0.01% 993
2023
Q1 		$174K Buy
+4,374
New +$209K ﹤0.01% 1031
2021
Q1 		– Sell
-24,310
Closed -$1.55M – 899
2020
Q4 		$1.55M Buy
24,310
+2,290
+10% +$141K 0.02% 444
2020
Q3 		$1.18M Buy
22,020
+3,281
+18% +$188K 0.02% 445
2020
Q2 		$1.1M Buy
+18,739
New +$1.05M 0.02% 447
2019
Q2 		– Sell
-5,765
Closed -$327K – 844
2019
Q1 		$327K Sell
5,765
-149
-3% -$8.88K 0.02% 507
2018
Q4 		$337K Buy
+5,914
New +$360K 0.04% 414

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $235B 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 $871B 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

Simplicity Solutions's SIRI Position: Q4 2023 in Review

Simplicity Solutions increased its SiriusXM (SIRI) stake by 6.9% in Q4 2023, buying an estimated $6.87K and bringing the position to 2,228 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Simplicity Solutions first reported a position in SIRI in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.55M in Q4 2020. 640 funds tracked by Wall St. Rank hold SIRI as of Q4 2023.

  • Simplicity Solutions held 2,228 shares of SiriusXM worth $122K as of Q4 2023.
  • Simplicity Solutions bought 143 SiriusXM shares in Q4 2023, an estimated $6.87K.
  • SiriusXM made up ﹤0.01% of Simplicity Solutions's portfolio in Q4 2023, its #1004 holding.
  • Simplicity Solutions first reported a position in SiriusXM in Q4 2018 and has held it in 9 quarters since.
  • Simplicity Solutions's SiriusXM position peaked at $1.55M in Q4 2020.
  • 640 funds tracked by Wall St. Rank held SiriusXM as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.