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Sovereign Financial Group’s SiriusXM SIRI Stock Holding History

Sovereign Financial 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
2024
Q2 		– Sell
-1,082
Closed -$42K – 289
2024
Q1 		$42K Buy
1,082
+1
+0.1% +$48 0.01% 284
2023
Q4 		$59.1K Sell
1,081
-2
-0.2% -$96 0.02% 243
2023
Q3 		$48.9K Sell
1,083
-299
-22% -$13.9K 0.02% 223
2023
Q2 		$62.6K Sell
1,382
-43
-3% -$1.62K 0.02% 229
2023
Q1 		$56.6K Sell
1,425
-99
-6% -$4.74K 0.02% 212
2022
Q4 		$89K Sell
1,524
-52
-3% -$3.2K 0.04% 215
2022
Q3 		$90K Buy
1,576
+45
+3% +$2.83K 0.04% 199
2022
Q2 		$94K Buy
1,531
+8
+0.5% +$497 0.04% 205
2022
Q1 		$101K Buy
1,523
+301
+25% +$18.9K 0.04% 212
2021
Q4 		$78K Buy
1,222
+1
+0.1% +$63 0.03% 208
2021
Q3 		$74K Sell
1,221
-51
-4% -$3.21K 0.04% 166
2021
Q2 		$77K Hold
1,272
– – 0.05% 165
2021
Q1 		$77K Buy
+1,272
New +$77.5K 0.05% 165

Other funds holding SIRI

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sovereign Financial Group's SIRI Position: Q2 2024 in Review

Sovereign Financial Group sold out of SiriusXM (SIRI) in Q2 2024, closing a stake of 1,082 shares — an estimated $42K sold.

Sovereign Financial Group first reported a position in SIRI in Q1 2021 and held it in 13 quarters. The position peaked at $101K in Q1 2022. 562 funds tracked by Wall St. Rank hold SIRI as of Q2 2024.

  • Sovereign Financial Group reported no remaining SiriusXM position as of Q2 2024 after selling out during the quarter.
  • Sovereign Financial Group sold 1,082 SiriusXM shares in Q2 2024, an estimated $42K.
  • Sovereign Financial Group first reported a position in SiriusXM in Q1 2021 and held it in 13 quarters.
  • Sovereign Financial Group's SiriusXM position peaked at $101K in Q1 2022.
  • 562 funds tracked by Wall St. Rank held SiriusXM as of Q2 2024.

Based on Sovereign Financial Group's 13F filing for Q2 2024, filed 15 Jul 2024.