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Trivant Custom Portfolio Group’s SiriusXM SIRI Stock Holding History

Trivant Custom Portfolio Group’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
2025
Q1 		– Sell
-200
Closed -$4.56K – 217
2024
Q4 		$4.56K Hold
200
– – ﹤0.01% 173
2024
Q3 		$4.73K Hold
200
– – ﹤0.01% 151
2024
Q2 		$5.66K Hold
200
– – ﹤0.01% 163
2024
Q1 		$7.76K Hold
200
– – ﹤0.01% 162
2023
Q4 		$10.9K Hold
200
– – 0.01% 170
2023
Q3 		$9.04K Hold
200
– – 0.01% 165
2023
Q2 		$9.06K Hold
200
– – 0.01% 173
2023
Q1 		$7.94K Buy
+200
New +$9.58K 0.01% 183

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Trivant Custom Portfolio Group's SIRI Position: Q1 2025 in Review

Trivant Custom Portfolio Group sold out of SiriusXM (SIRI) in Q1 2025, closing a stake of 200 shares — an estimated $4.56K sold.

Trivant Custom Portfolio Group first reported a position in SIRI in Q1 2023 and held it in 8 quarters. The position peaked at $10.9K in Q4 2023. 553 funds tracked by Wall St. Rank hold SIRI as of Q1 2025.

  • Trivant Custom Portfolio Group reported no remaining SiriusXM position as of Q1 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 200 SiriusXM shares in Q1 2025, an estimated $4.56K.
  • Trivant Custom Portfolio Group first reported a position in SiriusXM in Q1 2023 and held it in 8 quarters.
  • Trivant Custom Portfolio Group's SiriusXM position peaked at $10.9K in Q4 2023.
  • 553 funds tracked by Wall St. Rank held SiriusXM as of Q1 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2025, filed 21 Apr 2025.