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Valley Wealth Managers’s SiriusXM SIRI Stock Holding History

Valley Wealth Managers’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 		– Hold
0
– -$2 – 437
2024
Q2 		– Hold
0
– – – 384
2024
Q1 		– Hold
0
– – – 327
2023
Q4 		– Hold
0
– – – 343
2023
Q3 		– Hold
0
– – – 365
2023
Q2 		– Sell
-5
Closed -$189 – 336
2023
Q1 		$205 Hold
5
– – ﹤0.01% 342
2022
Q4 		$280 Hold
5
– – ﹤0.01% 348
2022
Q3 		$0 Hold
5
– – ﹤0.01% 488
2022
Q2 		$0 Buy
+5
New +$311 ﹤0.01% 440

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Valley Wealth Managers's SIRI Position: Q3 2024 in Review

Valley Wealth Managers held its SiriusXM (SIRI) position steady in Q3 2024 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Valley Wealth Managers first reported a position in SIRI in Q2 2022 and has held it in 4 quarters since. The position peaked at $280 in Q4 2022. 509 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

  • Valley Wealth Managers held 0 shares of SiriusXM worth $0 as of Q3 2024.
  • Valley Wealth Managers left its SiriusXM share count unchanged in Q3 2024.
  • SiriusXM made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2024, its #437 holding.
  • Valley Wealth Managers first reported a position in SiriusXM in Q2 2022 and has held it in 4 quarters since.
  • Valley Wealth Managers's SiriusXM position peaked at $280 in Q4 2022.
  • 509 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on Valley Wealth Managers's 13F filing for Q3 2024, filed 6 Nov 2024.