AOWM
SIRI icon

Alpha Omega Wealth Management’s SiriusXM SIRI Stock Holding History

Alpha Omega 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
Q3 		– Sell
-596
Closed -$33K – 497
2019
Q2 		$33K Buy
596
+100
+20% +$5.69K 0.01% 298
2019
Q1 		$28K Hold
496
– – 0.01% 310
2018
Q4 		$28K Hold
496
– – 0.01% 263
2018
Q3 		$31K Hold
496
– – 0.01% 263
2018
Q2 		$34K Hold
496
– – 0.02% 257
2018
Q1 		$31K Hold
496
– – 0.02% 254
2017
Q4 		$27K Hold
496
– – 0.01% 264
2017
Q3 		$27K Hold
496
– – 0.01% 269
2017
Q2 		$27K Hold
496
– – 0.01% 268
2017
Q1 		$26K Hold
496
– – 0.01% 273
2016
Q4 		$22K Buy
+496
New +$21.6K 0.01% 280

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return