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WealthPLAN Partners’s SiriusXM SIRI Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-469
Closed -$21.2K – 1021
2023
Q2 		$21.2K Buy
469
+2
+0.4% +$76 ﹤0.01% 664
2023
Q1 		$18.6K Buy
+467
New +$22.4K ﹤0.01% 743
2017
Q2 		– Sell
-166
Closed -$8.5K – 379
2017
Q1 		$8.5K Buy
+166
New +$8.16K 0.03% 289
2016
Q3 		$33.9K Sell
811
-1,048
-56% -$43.7K 0.01% 393
2016
Q2 		$36K Buy
+1,859
New +$73K ﹤0.01% 1076
2015
Q4 		$18.8K Buy
+1,364
New +$55.1K ﹤0.01% 946
2015
Q2 		$22K Buy
601
+401
+201% +$15.5K 0.01% 246
2015
Q1 		$8K Buy
+200
New +$7.5K ﹤0.01% 395

Other funds holding SIRI

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's SIRI Position: Q3 2023 in Review

WealthPLAN Partners sold out of SiriusXM (SIRI) in Q3 2023, closing a stake of 469 shares — an estimated $21.2K sold.

WealthPLAN Partners first reported a position in SIRI in Q1 2015 and held it in 8 quarters. The position peaked at $36K in Q2 2016. 606 funds tracked by Wall St. Rank hold SIRI as of Q3 2023.

  • WealthPLAN Partners reported no remaining SiriusXM position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 469 SiriusXM shares in Q3 2023, an estimated $21.2K.
  • WealthPLAN Partners first reported a position in SiriusXM in Q1 2015 and held it in 8 quarters.
  • WealthPLAN Partners's SiriusXM position peaked at $36K in Q2 2016.
  • 606 funds tracked by Wall St. Rank held SiriusXM as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.