Accel Wealth Management’s SiriusXM SIRI Stock Holding History

Accel Wealth Management’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 Q2	–	Sell	-25	Closed	-$1K	–	741
2023 Q1	$1K	Hold	25	–	–	﹤0.01%	1169
2022 Q4	$1.47K	Hold	25	–	–	﹤0.01%	931
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	1020
2022 Q2	$2K	Hold	25	–	–	﹤0.01%	909
2022 Q1	$2K	Buy	+25	New	+$1.57K	﹤0.01%	880

Other funds holding SIRI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Accel Wealth Management's SIRI Position: Q2 2023 in Review

Accel Wealth Management sold out of SiriusXM (SIRI) in Q2 2023, closing a stake of 25 shares — an estimated $1K sold.

Accel Wealth Management first reported a position in SIRI in Q1 2022 and held it in 5 quarters. The position peaked at $2K in Q2 2022. 608 funds tracked by Wall St. Rank hold SIRI as of Q2 2023.

Accel Wealth Management reported no remaining SiriusXM position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 25 SiriusXM shares in Q2 2023, an estimated $1K.
Accel Wealth Management first reported a position in SiriusXM in Q1 2022 and held it in 5 quarters.
Accel Wealth Management's SiriusXM position peaked at $2K in Q2 2022.
608 funds tracked by Wall St. Rank held SiriusXM as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.