WW
SIRI icon

Westshore Wealth’s SiriusXM SIRI Stock Holding History

Westshore Wealth’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
Q2 		– Sell
-2,205
Closed -$85.6K – 105
2024
Q1 		$85.6K Hold
2,205
– – 0.04% 103
2023
Q4 		$121K Hold
2,205
– – 0.06% 95
2023
Q3 		$99.7K Hold
2,205
– – 0.06% 92
2023
Q2 		$99.9K Sell
2,205
-7
-0.3% -$264 0.05% 110
2023
Q1 		$87.8K Buy
2,212
+7
+0.3% +$335 0.05% 110
2022
Q4 		$129K Buy
+2,205
New +$136K 0.07% 103

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Westshore Wealth's SIRI Position: Q2 2024 in Review

Westshore Wealth sold out of SiriusXM (SIRI) in Q2 2024, closing a stake of 2,205 shares — an estimated $85.6K sold.

Westshore Wealth first reported a position in SIRI in Q4 2022 and held it in 6 quarters. The position peaked at $129K in Q4 2022. 562 funds tracked by Wall St. Rank hold SIRI as of Q2 2024.

  • Westshore Wealth reported no remaining SiriusXM position as of Q2 2024 after selling out during the quarter.
  • Westshore Wealth sold 2,205 SiriusXM shares in Q2 2024, an estimated $85.6K.
  • Westshore Wealth first reported a position in SiriusXM in Q4 2022 and held it in 6 quarters.
  • Westshore Wealth's SiriusXM position peaked at $129K in Q4 2022.
  • 562 funds tracked by Wall St. Rank held SiriusXM as of Q2 2024.

Based on Westshore Wealth's 13F filing for Q2 2024, filed 1 Nov 2024.