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Strategic Family Wealth Counselors’s SiriusXM SIRI Stock Holding History

Strategic Family Wealth Counselors’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
-2,183
Closed -$61.8K – 134
2024
Q2 		$61.8K Buy
2,183
+335
+18% +$10K 0.02% 123
2024
Q1 		$71.7K Hold
1,848
– – 0.03% 116
2023
Q4 		$101K Hold
1,848
– – 0.04% 114
2023
Q3 		$83.5K Hold
1,848
– – 0.04% 108
2023
Q2 		$83.7K Hold
1,848
– – 0.04% 108
2023
Q1 		$73.4K Hold
1,848
– – 0.03% 106
2022
Q4 		$108K Hold
1,848
– – 0.05% 103
2022
Q3 		$106K Hold
1,848
– – 0.05% 91
2022
Q2 		$113K Hold
1,848
– – 0.05% 95
2022
Q1 		$122K Hold
1,848
– – 0.05% 99
2021
Q4 		$117K Hold
1,848
– – 0.04% 102
2021
Q3 		$113K Hold
1,848
– – 0.04% 95
2021
Q2 		$121K Hold
1,848
– – 0.04% 83
2021
Q1 		$113K Hold
1,848
– – 0.04% 79
2020
Q4 		$118K Hold
1,848
– – 0.06% 80
2020
Q3 		$99K Hold
1,848
– – 0.06% 76
2020
Q2 		$108K Sell
1,848
-200
-10% -$11.2K 0.07% 75
2020
Q1 		$101K Hold
2,048
– – 0.08% 71
2019
Q4 		$146K Hold
2,048
– – 0.12% 66
2019
Q3 		$128K Hold
2,048
– – 0.1% 61
2019
Q2 		$114K Hold
2,048
– – 0.09% 62
2019
Q1 		$116K Hold
2,048
– – 0.09% 65
2018
Q4 		$117K Buy
+2,048
New +$125K 0.13% 61

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 $6.73T AUM 46.02% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Strategic Family Wealth Counselors's SIRI Position: Q3 2024 in Review

Strategic Family Wealth Counselors sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 2,183 shares — an estimated $61.8K sold.

Strategic Family Wealth Counselors first reported a position in SIRI in Q4 2018 and held it in 23 quarters. The position peaked at $146K in Q4 2019. 509 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

  • Strategic Family Wealth Counselors reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 2,183 SiriusXM shares in Q3 2024, an estimated $61.8K.
  • Strategic Family Wealth Counselors first reported a position in SiriusXM in Q4 2018 and held it in 23 quarters.
  • Strategic Family Wealth Counselors's SiriusXM position peaked at $146K in Q4 2019.
  • 509 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on Strategic Family Wealth Counselors's 13F filing for Q3 2024, filed 1 Nov 2024.