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Woodmont Investment Counsel’s SiriusXM SIRI Stock Holding History

Woodmont Investment Counsel’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
Q4 		– Sell
-5,990
Closed -$271K – 246
2023
Q3 		$271K Buy
+5,990
New +$278K 0.03% 202
2016
Q4 		– Sell
-430
Closed -$18K – 537
2016
Q3 		$18K Buy
+430
New +$17.9K 0.01% 381
2016
Q2 		– Sell
-430
Closed -$17K – 406
2016
Q1 		$17K Hold
430
– – 0.01% 357
2015
Q4 		$18K Hold
430
– – 0.01% 362
2015
Q3 		$16K Buy
430
+200
+87% +$7.66K ﹤0.01% 374
2015
Q2 		$9K Buy
+230
New +$8.92K ﹤0.01% 439

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Woodmont Investment Counsel's SIRI Position: Q4 2023 in Review

Woodmont Investment Counsel sold out of SiriusXM (SIRI) in Q4 2023, closing a stake of 5,990 shares — an estimated $271K sold.

Woodmont Investment Counsel first reported a position in SIRI in Q2 2015 and held it in 6 quarters. The position peaked at $271K in Q3 2023. 640 funds tracked by Wall St. Rank hold SIRI as of Q4 2023.

  • Woodmont Investment Counsel reported no remaining SiriusXM position as of Q4 2023 after selling out during the quarter.
  • Woodmont Investment Counsel sold 5,990 SiriusXM shares in Q4 2023, an estimated $271K.
  • Woodmont Investment Counsel first reported a position in SiriusXM in Q2 2015 and held it in 6 quarters.
  • Woodmont Investment Counsel's SiriusXM position peaked at $271K in Q3 2023.
  • 640 funds tracked by Wall St. Rank held SiriusXM as of Q4 2023.

Based on Woodmont Investment Counsel's 13F filing for Q4 2023, filed 19 Jan 2024.