Tradition Wealth Management’s SiriusXM SIRI Stock Holding History

Tradition Wealth Management’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	-515	Closed	-$28K	–	1047
2023 Q4	$28K	Hold	515	–	–	﹤0.01%	766
2023 Q3	$23K	Hold	515	–	–	﹤0.01%	811
2023 Q2	$23K	Hold	515	–	–	﹤0.01%	844
2023 Q1	$20K	Buy	515 +15	+3%	+$718	﹤0.01%	835
2022 Q4	$29K	Hold	500	–	–	﹤0.01%	670
2022 Q3	$29K	Hold	500	–	–	﹤0.01%	668
2022 Q2	$31K	Hold	500	–	–	﹤0.01%	566
2022 Q1	$33K	Buy	500 +100	+25%	+$6.29K	﹤0.01%	607
2021 Q4	$25K	Hold	400	–	–	﹤0.01%	681
2021 Q3	$24K	Sell	400 -225	-36%	-$14.1K	﹤0.01%	685
2021 Q2	$41K	Hold	625	–	–	0.01%	581
2021 Q1	$38K	Sell	625 -1	-0.2%	-$61	0.01%	493
2020 Q4	$40K	Buy	+626	New	+$38.4K	0.01%	450

Other funds holding SIRI

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tradition Wealth Management's SIRI Position: Q1 2024 in Review

Tradition Wealth Management sold out of SiriusXM (SIRI) in Q1 2024, closing a stake of 515 shares — an estimated $28K sold.

Tradition Wealth Management first reported a position in SIRI in Q4 2020 and held it in 13 quarters. The position peaked at $41K in Q2 2021. 627 funds tracked by Wall St. Rank hold SIRI as of Q1 2024.

Tradition Wealth Management reported no remaining SiriusXM position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 515 SiriusXM shares in Q1 2024, an estimated $28K.
Tradition Wealth Management first reported a position in SiriusXM in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's SiriusXM position peaked at $41K in Q2 2021.
627 funds tracked by Wall St. Rank held SiriusXM as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.