Stokes Family Office’s SiriusXM SIRI Stock Holding History

Stokes Family Office’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	-1,000	Closed	-$28.3K	–	236
2024 Q2	$28.3K	Hold	1,000	–	–	﹤0.01%	222
2024 Q1	$38.8K	Hold	1,000	–	–	﹤0.01%	221
2023 Q4	$54.7K	Sell	1,000 -437	-30%	-$21K	0.01%	220
2023 Q3	$65K	Buy	1,437 +21	+1%	+$976	0.01%	332
2023 Q2	$64.1K	Sell	1,416 -187	-12%	-$7.06K	0.01%	322
2023 Q1	$63.6K	Buy	1,603 +397	+33%	+$19K	0.01%	296
2022 Q4	$70.4K	Sell	1,206 -92	-7%	-$5.66K	0.01%	269
2022 Q3	$74K	Buy	1,298 +65	+5%	+$4.08K	0.01%	263
2022 Q2	$76K	Buy	1,233 +223	+22%	+$13.8K	0.01%	266
2022 Q1	$67K	Hold	1,010	–	–	0.01%	255
2021 Q4	$64K	Hold	1,010	–	–	0.01%	247
2021 Q3	$62K	Sell	1,010 -86	-8%	-$5.41K	0.01%	225
2021 Q2	$72K	Buy	1,096 +96	+10%	+$6.02K	0.01%	215
2021 Q1	$61K	Hold	1,000	–	–	0.01%	195
2020 Q4	$64K	Hold	1,000	–	–	0.01%	170
2020 Q3	$54K	Hold	1,000	–	–	0.01%	151
2020 Q2	$59K	Hold	1,000	–	–	0.01%	128
2020 Q1	$49K	Hold	1,000	–	–	0.01%	118
2019 Q4	$72K	Buy	+1,000	New	+$67.4K	0.02%	126

Other funds holding SIRI

Berkshire Hathaway

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Geode Capital Management

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

Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return