SWA
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Stratos Wealth Advisors’s SiriusXM SIRI Stock Holding History

Stratos Wealth 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 		– Sell
-1,520
Closed -$43K – 757
2024
Q2 		$43K Sell
1,520
-1
-0.1% -$30 ﹤0.01% 696
2024
Q1 		$59K Buy
1,521
+1
+0.1% +$48 ﹤0.01% 654
2023
Q4 		$83.2K Buy
1,520
+1
+0.1% +$48 ﹤0.01% 668
2023
Q3 		$68.7K Sell
1,519
-69
-4% -$3.21K ﹤0.01% 655
2023
Q2 		$72K Buy
1,588
+1
+0.1% +$38 0.01% 614
2023
Q1 		$63K Sell
1,587
-484
-23% -$23.2K ﹤0.01% 591
2022
Q4 		$121K Sell
2,071
-10
-0.5% -$615 0.01% 555
2022
Q3 		$119K Hold
2,081
– – 0.01% 482
2022
Q2 		$128K Buy
2,081
+1
+0% +$62 0.01% 500
2022
Q1 		$138K Buy
2,080
+7
+0.3% +$441 0.01% 506
2021
Q4 		$132K Buy
2,073
+74
+4% +$4.63K 0.01% 538
2021
Q3 		$122K Buy
1,999
+56
+3% +$3.52K 0.01% 494
2021
Q2 		$127K Sell
1,943
-200
-9% -$12.5K 0.01% 525
2021
Q1 		$131K Sell
2,143
-24
-1% -$1.46K 0.01% 473
2020
Q4 		$138K Sell
2,167
-1,100
-34% -$67.5K 0.02% 389
2020
Q3 		$175K Buy
3,267
+25
+0.8% +$1.43K 0.04% 299
2020
Q2 		$190K Hold
3,242
– – 0.06% 260
2020
Q1 		$160K Sell
3,242
-1,000
-24% -$65.4K 0.11% 149
2019
Q4 		$303K Hold
4,242
– – 0.17% 129
2019
Q3 		$265K Sell
4,242
-1,000
-19% -$61.5K 0.1% 204
2019
Q2 		$293K Buy
+5,242
New +$298K 0.12% 183

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Stratos Wealth Advisors's SIRI Position: Q3 2024 in Review

Stratos Wealth Advisors sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 1,520 shares — an estimated $43K sold.

Stratos Wealth Advisors first reported a position in SIRI in Q2 2019 and held it in 21 quarters. The position peaked at $303K in Q4 2019. 509 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

  • Stratos Wealth Advisors reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 1,520 SiriusXM shares in Q3 2024, an estimated $43K.
  • Stratos Wealth Advisors first reported a position in SiriusXM in Q2 2019 and held it in 21 quarters.
  • Stratos Wealth Advisors's SiriusXM position peaked at $303K in Q4 2019.
  • 509 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on Stratos Wealth Advisors's 13F filing for Q3 2024, filed 17 Oct 2024.