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 $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 $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $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
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return