Aevitas Wealth Management’s SiriusXM SIRI Stock Holding History

Aevitas 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
2019 Q2	–	Sell	-48	Closed	-$2K	–	295
2019 Q1	$2K	Hold	48	–	–	﹤0.01%	357
2018 Q4	$3K	Buy	48 +1	+2%	+$61	﹤0.01%	359
2018 Q3	$3K	Hold	47	–	–	﹤0.01%	413
2018 Q2	$3K	Hold	47	–	–	﹤0.01%	391
2018 Q1	$3K	Hold	47	–	–	﹤0.01%	394
2017 Q4	$3K	Buy	+47	New	+$2.6K	﹤0.01%	390

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Aevitas Wealth Management's SIRI Position: Q2 2019 in Review

Aevitas Wealth Management sold out of SiriusXM (SIRI) in Q2 2019, closing a stake of 48 shares — an estimated $2K sold.

Aevitas Wealth Management first reported a position in SIRI in Q4 2017 and held it in 6 quarters. The position peaked at $3K in Q4 2018. 609 funds tracked by Wall St. Rank hold SIRI as of Q2 2019.

Aevitas Wealth Management reported no remaining SiriusXM position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 48 SiriusXM shares in Q2 2019, an estimated $2K.
Aevitas Wealth Management first reported a position in SiriusXM in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's SiriusXM position peaked at $3K in Q4 2018.
609 funds tracked by Wall St. Rank held SiriusXM as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.