Wingate Wealth Advisors’s SiriusXM SIRI Stock Holding History

Wingate Wealth Advisors’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
2025 Q1	–	Sell	-290	Closed	-$6.61K	–	372
2024 Q4	$6.61K	Buy	+290	New	+$7.4K	0.01%	372

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wingate Wealth Advisors's SIRI Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of SiriusXM (SIRI) in Q1 2025, closing a stake of 290 shares — an estimated $6.61K sold.

Wingate Wealth Advisors first reported a position in SIRI in Q4 2024 and held it in 1 quarter. The position peaked at $6.61K in Q4 2024. 553 funds tracked by Wall St. Rank hold SIRI as of Q1 2025.

Wingate Wealth Advisors reported no remaining SiriusXM position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 290 SiriusXM shares in Q1 2025, an estimated $6.61K.
Wingate Wealth Advisors first reported a position in SiriusXM in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's SiriusXM position peaked at $6.61K in Q4 2024.
553 funds tracked by Wall St. Rank held SiriusXM as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.