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TrinityPoint Wealth’s SiriusXM SIRI Stock Holding History

TrinityPoint 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
2024
Q2 		– Sell
-3,643
Closed -$141K – 327
2024
Q1 		$141K Sell
3,643
-608
-14% -$28.9K 0.02% 304
2023
Q4 		$233K Sell
4,251
-77
-2% -$3.7K 0.04% 273
2023
Q3 		$196K Buy
4,328
+13
+0.3% +$604 0.04% 277
2023
Q2 		$195K Buy
4,315
+29
+0.7% +$1.09K 0.04% 271
2023
Q1 		$170K Buy
4,286
+34
+0.8% +$1.63K 0.04% 263
2022
Q4 		$248K Buy
4,252
+15
+0.4% +$922 0.06% 235
2022
Q3 		$242K Buy
4,237
+15
+0.4% +$943 0.06% 233
2022
Q2 		$259K Buy
4,222
+15
+0.4% +$932 0.06% 230
2022
Q1 		$279K Buy
4,207
+78
+2% +$4.91K 0.05% 259
2021
Q4 		$262K Buy
4,129
+14
+0.3% +$876 0.05% 267
2021
Q3 		$251K Sell
4,115
-140
-3% -$8.8K 0.05% 267
2021
Q2 		$278K Buy
4,255
+9
+0.2% +$564 0.06% 221
2021
Q1 		$259K Buy
4,246
+10
+0.2% +$610 0.06% 211
2020
Q4 		$277K Buy
4,236
+8
+0.2% +$491 0.07% 200
2020
Q3 		$227K Buy
4,228
+9
+0.2% +$516 0.06% 200
2020
Q2 		$248K Buy
4,219
+9
+0.2% +$504 0.08% 182
2020
Q1 		$208K Buy
4,210
+8
+0.2% +$523 0.08% 183
2019
Q4 		$300K Buy
4,202
+6
+0.1% +$404 0.1% 171
2019
Q3 		$284K Buy
4,196
+6
+0.1% +$369 0.1% 174
2019
Q2 		$256K Buy
4,190
+7
+0.2% +$398 0.12% 144
2019
Q1 		$237K Buy
4,183
+355
+9% +$21.2K 0.12% 150
2018
Q4 		$219K Buy
+3,828
New +$233K 0.13% 150

Other funds holding SIRI

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TrinityPoint Wealth's SIRI Position: Q2 2024 in Review

TrinityPoint Wealth sold out of SiriusXM (SIRI) in Q2 2024, closing a stake of 3,643 shares — an estimated $141K sold.

TrinityPoint Wealth first reported a position in SIRI in Q4 2018 and held it in 22 quarters. The position peaked at $300K in Q4 2019. 562 funds tracked by Wall St. Rank hold SIRI as of Q2 2024.

  • TrinityPoint Wealth reported no remaining SiriusXM position as of Q2 2024 after selling out during the quarter.
  • TrinityPoint Wealth sold 3,643 SiriusXM shares in Q2 2024, an estimated $141K.
  • TrinityPoint Wealth first reported a position in SiriusXM in Q4 2018 and held it in 22 quarters.
  • TrinityPoint Wealth's SiriusXM position peaked at $300K in Q4 2019.
  • 562 funds tracked by Wall St. Rank held SiriusXM as of Q2 2024.

Based on TrinityPoint Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.