TFO Wealth Partners’s SiriusXM SIRI Stock Holding History

TFO Wealth 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 Q2	–	Sell	-1	Closed	-$19	–	641
2024 Q1	$19	Hold	1	–	–	﹤0.01%	768
2023 Q4	$27	Hold	1	–	–	﹤0.01%	903
2023 Q3	$23	Hold	1	–	–	﹤0.01%	1084
2023 Q2	$23	Hold	1	–	–	﹤0.01%	807
2023 Q1	$20	Buy	+1	New	+$48	﹤0.01%	795
2022 Q4	–	Hold	0	–	–	–	822

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

TFO Wealth Partners's SIRI Position: Q2 2024 in Review

TFO Wealth Partners sold out of SiriusXM (SIRI) in Q2 2024, closing a stake of 1 share — an estimated $19 sold.

TFO Wealth Partners first reported a position in SIRI in Q1 2023 and held it in 5 quarters. The position peaked at $27 in Q4 2023. 562 funds tracked by Wall St. Rank hold SIRI as of Q2 2024.

TFO Wealth Partners reported no remaining SiriusXM position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 1 SiriusXM share in Q2 2024, an estimated $19.
TFO Wealth Partners first reported a position in SiriusXM in Q1 2023 and held it in 5 quarters.
TFO Wealth Partners's SiriusXM position peaked at $27 in Q4 2023.
562 funds tracked by Wall St. Rank held SiriusXM as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.