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TD Private Client Wealth’s SiriusXM SIRI Stock Holding History

TD Private Client Wealth’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
2026
Q1 		– Sell
-20
Closed -$400 – 1731
2025
Q4 		$400 Hold
20
– – ﹤0.01% 1500
2025
Q3 		$466 Buy
20
+13
+186% +$301 ﹤0.01% 1477
2025
Q2 		$161 Sell
7
-273
-98% -$5.88K ﹤0.01% 1378
2025
Q1 		$6.31K Sell
280
-19,781
-99% -$466K ﹤0.01% 1056
2024
Q4 		$457K Buy
20,061
+4,378
+28% +$112K 0.01% 457
2024
Q3 		$371K Buy
+15,683
New +$487K 0.01% 492
2024
Q1 		– Sell
-78
Closed -$4.29K – 1262
2023
Q4 		$4.29K Sell
78
-48
-38% -$2.31K ﹤0.01% 1124
2023
Q3 		$5.7K Sell
126
-476
-79% -$22.1K ﹤0.01% 1101
2023
Q2 		$27.3K Buy
602
+28
+5% +$1.06K ﹤0.01% 900
2023
Q1 		$22.8K Buy
574
+42
+8% +$2.01K ﹤0.01% 922
2022
Q4 		$31.1K Buy
+532
New +$32.7K ﹤0.01% 841
2022
Q1 		– Sell
-16
Closed -$1.03K – 1324
2021
Q4 		$1.03K Buy
+16
New +$1K ﹤0.01% 1062
2020
Q4 		– Sell
-48
Closed -$2.59K – 1162
2020
Q3 		$2.59K Hold
48
– – ﹤0.01% 894
2020
Q2 		$2.84K Sell
48
-40
-45% -$2.24K ﹤0.01% 880
2020
Q1 		$4.36K Buy
88
+39
+80% +$2.55K ﹤0.01% 823
2019
Q4 		$3.47K Buy
+49
New +$3.3K ﹤0.01% 853

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return