SWS Partners’s SiriusXM SIRI Stock Holding History

SWS Partners’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	-52	Closed	-$1.48K	–	268
2024 Q2	$1.48K	Buy	+52	New	+$1.55K	﹤0.01%	309
2018 Q1	–	Sell	-359	Closed	-$21.6K	–	211
2017 Q4	$19K	Buy	+359	New	+$19.8K	0.01%	231

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

SWS Partners's SIRI Position: Q3 2024 in Review

SWS Partners sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 52 shares — an estimated $1.48K sold.

SWS Partners first reported a position in SIRI in Q4 2017 and held it in 2 quarters. The position peaked at $19K in Q4 2017. 509 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

SWS Partners reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 52 SiriusXM shares in Q3 2024, an estimated $1.48K.
SWS Partners first reported a position in SiriusXM in Q4 2017 and held it in 2 quarters.
SWS Partners's SiriusXM position peaked at $19K in Q4 2017.
509 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.