Simplicity Wealth’s SiriusXM SIRI Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-1,778	Closed	-$50.3K	–	1080
2024 Q2	$50.3K	Sell	1,778 -389	-18%	-$11.6K	﹤0.01%	1202
2024 Q1	$84.1K	Buy	+2,167	New	+$103K	﹤0.01%	1118

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

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

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

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Simplicity Wealth's SIRI Position: Q3 2024 in Review

Simplicity Wealth sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 1,778 shares — an estimated $50.3K sold.

Simplicity Wealth first reported a position in SIRI in Q1 2024 and held it in 2 quarters. The position peaked at $84.1K in Q1 2024. 508 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

Simplicity Wealth reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 1,778 SiriusXM shares in Q3 2024, an estimated $50.3K.
Simplicity Wealth first reported a position in SiriusXM in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's SiriusXM position peaked at $84.1K in Q1 2024.
508 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.