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Triad Wealth Partners’s SiriusXM SIRI Stock Holding History

Triad 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
Q3 		– Sell
-3
Closed -$85 – 756
2024
Q2 		$85 Buy
+3
New +$90 ﹤0.01% 956

Other funds holding SIRI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Triad Wealth Partners's SIRI Position: Q3 2024 in Review

Triad Wealth Partners sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 3 shares — an estimated $85 sold.

Triad Wealth Partners first reported a position in SIRI in Q2 2024 and held it in 1 quarter. The position peaked at $85 in Q2 2024. 508 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

  • Triad Wealth Partners reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 3 SiriusXM shares in Q3 2024, an estimated $85.
  • Triad Wealth Partners first reported a position in SiriusXM in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's SiriusXM position peaked at $85 in Q2 2024.
  • 508 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.