XF
SIRI icon

XML Financial’s SiriusXM SIRI Stock Holding History

XML Financial’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
Q3 		– Sell
-1,107
Closed -$31.3K – 356
2024
Q2 		$31.3K Sell
1,107
-338
-23% -$10.1K ﹤0.01% 336
2024
Q1 		$56.1K Buy
1,445
+7
+0.5% +$333 0.01% 335
2023
Q4 		$78.6K Buy
1,438
+7
+0.5% +$336 0.01% 328
2023
Q3 		$64.7K Sell
1,431
-302
-17% -$14K 0.01% 311
2023
Q2 		$78.5K Buy
1,733
+10
+0.6% +$378 0.01% 335
2023
Q1 		$68.4K Buy
1,723
+9
+0.5% +$431 0.01% 328
2022
Q4 		$100K Buy
1,714
+6
+0.4% +$369 0.01% 323
2022
Q3 		$98K Buy
1,708
+5
+0.3% +$314 0.01% 309
2022
Q2 		$104K Buy
1,703
+6
+0.4% +$373 0.02% 224
2022
Q1 		$112K Buy
1,697
+217
+15% +$13.7K 0.01% 323
2021
Q4 		$94K Sell
1,480
-1,041
-41% -$65.1K 0.01% 316
2021
Q3 		$154K Sell
2,521
-17
-0.7% -$1.07K 0.02% 308
2021
Q2 		$166K Buy
2,538
+6
+0.2% +$376 0.04% 222
2021
Q1 		$154K Buy
2,532
+7
+0.3% +$427 0.04% 208
2020
Q4 		$161K Buy
2,525
+5
+0.2% +$307 0.04% 205
2020
Q3 		$135K Buy
2,520
+6
+0.2% +$344 0.04% 188
2020
Q2 		$148K Buy
2,514
+481
+24% +$27K 0.05% 185
2020
Q1 		$100K Sell
2,033
-49
-2% -$3.21K 0.04% 169
2019
Q4 		$149K Buy
+2,082
New +$140K 0.05% 174

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return