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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 – 381
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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return