SP
SIRI icon

Successful Portfolios’s SiriusXM SIRI Stock Holding History

Successful Portfolios’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
-1,106
Closed -$31.3K – 169
2024
Q2 		$31.3K Sell
1,106
-1
-0.1% -$30 0.02% 158
2024
Q1 		$43K Sell
1,107
-17
-2% -$808 0.03% 171
2023
Q4 		$61.5K Sell
1,124
-269
-19% -$12.9K 0.05% 170
2023
Q3 		$62.9K Sell
1,393
-174
-11% -$8.09K 0.06% 144
2023
Q2 		$71K Sell
1,567
-5
-0.3% -$189 0.06% 154
2023
Q1 		$62.4K Sell
1,572
-204
-11% -$9.77K 0.04% 187
2022
Q4 		$104K Sell
1,776
-135
-7% -$8.3K 0.07% 185
2022
Q3 		$109K Sell
1,911
-3
-0.2% -$189 0.08% 172
2022
Q2 		$117K Sell
1,914
-3
-0.2% -$186 0.08% 182
2022
Q1 		$127K Sell
1,917
-58
-3% -$3.65K 0.07% 201
2021
Q4 		$125K Buy
1,975
+100
+5% +$6.25K 0.07% 209
2021
Q3 		$114K Buy
1,875
+8
+0.4% +$503 0.07% 202
2021
Q2 		$122K Sell
1,867
-24
-1% -$1.5K 0.07% 202
2021
Q1 		$115K Buy
1,891
+67
+4% +$4.08K 0.08% 193
2020
Q4 		$116K Buy
1,824
+14
+0.8% +$860 0.08% 179
2020
Q3 		$97K Buy
1,810
+10
+0.6% +$573 0.08% 171
2020
Q2 		$106K Sell
1,800
-31
-2% -$1.74K 0.09% 160
2020
Q1 		$90K Buy
1,831
+26
+1% +$1.7K 0.09% 147
2019
Q4 		$129K Hold
1,805
– – 0.11% 160
2019
Q3 		$113K Buy
1,805
+432
+31% +$26.6K 0.11% 152
2019
Q2 		$77K Buy
1,373
+31
+2% +$1.76K 0.08% 137
2019
Q1 		$76K Buy
+1,342
New +$80K 0.08% 138

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 $3.38T AUM 44.17% 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

Successful Portfolios's SIRI Position: Q3 2024 in Review

Successful Portfolios sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 1,106 shares — an estimated $31.3K sold.

Successful Portfolios first reported a position in SIRI in Q1 2019 and held it in 22 quarters. The position peaked at $129K in Q4 2019. 509 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

  • Successful Portfolios reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
  • Successful Portfolios sold 1,106 SiriusXM shares in Q3 2024, an estimated $31.3K.
  • Successful Portfolios first reported a position in SiriusXM in Q1 2019 and held it in 22 quarters.
  • Successful Portfolios's SiriusXM position peaked at $129K in Q4 2019.
  • 509 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on Successful Portfolios's 13F filing for Q3 2024, filed 9 Oct 2024.