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Tandem Wealth Advisors’s SiriusXM SIRI Stock Holding History

Tandem 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
Q1 		– Sell
-250
Closed -$13.7K – 66
2023
Q4 		$13.7K Hold
250
– – 0.01% 61
2023
Q3 		$11.3K Buy
+250
New +$11.6K 0.01% 56
2023
Q1 		– Sell
-250
Closed -$14.6K – 74
2022
Q4 		$14.6K Buy
+250
New +$15.4K 0.01% 75

Other funds holding SIRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tandem Wealth Advisors's SIRI Position: Q1 2024 in Review

Tandem Wealth Advisors sold out of SiriusXM (SIRI) in Q1 2024, closing a stake of 250 shares — an estimated $13.7K sold.

Tandem Wealth Advisors first reported a position in SIRI in Q4 2022 and held it in 3 quarters. The position peaked at $14.6K in Q4 2022. 627 funds tracked by Wall St. Rank hold SIRI as of Q1 2024.

  • Tandem Wealth Advisors reported no remaining SiriusXM position as of Q1 2024 after selling out during the quarter.
  • Tandem Wealth Advisors sold 250 SiriusXM shares in Q1 2024, an estimated $13.7K.
  • Tandem Wealth Advisors first reported a position in SiriusXM in Q4 2022 and held it in 3 quarters.
  • Tandem Wealth Advisors's SiriusXM position peaked at $14.6K in Q4 2022.
  • 627 funds tracked by Wall St. Rank held SiriusXM as of Q1 2024.

Based on Tandem Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.