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Source Financial Advisors’s SiriusXM SIRI Stock Holding History

Source Financial 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
Q3 		$410K Buy
17,330
+143
+0.8% +$4.44K 0.12% 78
2024
Q2 		$486K Buy
17,187
+165
+1% +$4.93K 0.15% 71
2024
Q1 		$660K Buy
17,022
+13,246
+351% +$630K 0.2% 55
2023
Q4 		$207K Buy
3,776
+21
+0.6% +$1.01K 0.06% 120
2023
Q3 		$170K Buy
3,755
+22
+0.6% +$1.02K 0.06% 122
2023
Q2 		$169K Buy
3,733
+25
+0.7% +$944 0.06% 130
2023
Q1 		$147K Buy
3,708
+20
+0.5% +$958 0.05% 122
2022
Q4 		$215K Buy
3,688
+14
+0.4% +$861 0.08% 113
2022
Q3 		$210K Buy
3,674
+13
+0.4% +$817 0.08% 108
2022
Q2 		$224K Buy
3,661
+13
+0.4% +$807 0.09% 103
2022
Q1 		$242K Buy
3,648
+54
+2% +$3.4K 0.07% 107
2021
Q4 		$228K Buy
3,594
+13
+0.4% +$813 0.06% 102
2021
Q3 		$218K Buy
3,581
+8
+0.2% +$503 0.06% 102
2021
Q2 		$234K Buy
3,573
+9
+0.3% +$564 0.06% 97
2021
Q1 		$217K Buy
3,564
+9
+0.3% +$549 0.06% 104
2020
Q4 		$226K Buy
+3,555
New +$218K 0.06% 102

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
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

Source Financial Advisors's SIRI Position: Q3 2024 in Review

Source Financial Advisors increased its SiriusXM (SIRI) stake by 0.83% in Q3 2024, buying an estimated $4.44K and bringing the position to 17,330 shares worth $410K. The position accounts for 0.12% of the portfolio, ranked #78.

Source Financial Advisors first reported a position in SIRI in Q4 2020 and has held it in 16 quarters since. The position peaked at $660K in Q1 2024. 508 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

  • Source Financial Advisors held 17,330 shares of SiriusXM worth $410K as of Q3 2024.
  • Source Financial Advisors bought 143 SiriusXM shares in Q3 2024, an estimated $4.44K.
  • SiriusXM made up 0.12% of Source Financial Advisors's portfolio in Q3 2024, its #78 holding.
  • Source Financial Advisors first reported a position in SiriusXM in Q4 2020 and has held it in 16 quarters since.
  • Source Financial Advisors's SiriusXM position peaked at $660K in Q1 2024.
  • 508 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.