Wealthfront Advisers
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Wealthfront Advisers’s SiriusXM SIRI Stock Holding History

Wealthfront Advisers’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
-9,546
Closed -$270K – 916
2024
Q2 		$270K Buy
9,546
+6,813
+249% +$204K ﹤0.01% 819
2024
Q1 		$106K Buy
2,733
+10
+0.4% +$476 ﹤0.01% 854
2023
Q4 		$149K Buy
2,723
+1,320
+94% +$63.4K ﹤0.01% 847
2023
Q3 		$63.4K Buy
+1,403
New +$65.2K ﹤0.01% 823
2023
Q2 		– Sell
-47,191
Closed -$1.87M – 839
2023
Q1 		$1.87M Buy
47,191
+20,291
+75% +$972K 0.01% 426
2022
Q4 		$1.57M Sell
26,900
-746
-3% -$45.9K 0.01% 453
2022
Q3 		$1.58M Buy
27,646
+2,391
+9% +$150K 0.01% 414
2022
Q2 		$1.55M Buy
+25,255
New +$1.57M 0.01% 422
2022
Q1 		– Sell
-1,244
Closed -$79K – 814
2021
Q4 		$79K Buy
+1,244
New +$77.8K ﹤0.01% 762

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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $77.3B 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 $5.26B AUM 47.23% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return