Aptus Capital Advisors’s SiriusXM SIRI Stock Holding History

Aptus Capital Advisors’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 Q4	–	Sell	-21,497	Closed	-$1.34M	–	564
2019 Q3	$1.34M	Sell	21,497 -5,109	-19%	-$314K	0.08%	158
2019 Q2	$1.48M	Sell	26,606 -1,175	-4%	-$66.8K	0.21%	89
2019 Q1	$1.57M	Buy	27,781 +1,250	+5%	+$74.5K	0.27%	90
2018 Q4	$1.51M	Buy	+26,531	New	+$1.61M	0.4%	36

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 1-Year Est. Return

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 Oslo, Norway $935B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Aptus Capital Advisors's SIRI Position: Q4 2019 in Review

Aptus Capital Advisors sold out of SiriusXM (SIRI) in Q4 2019, closing a stake of 21,497 shares — an estimated $1.34M sold.

Aptus Capital Advisors first reported a position in SIRI in Q4 2018 and held it in 4 quarters. The position peaked at $1.57M in Q1 2019. 633 funds tracked by Wall St. Rank hold SIRI as of Q4 2019.

Aptus Capital Advisors reported no remaining SiriusXM position as of Q4 2019 after selling out during the quarter.
Aptus Capital Advisors sold 21,497 SiriusXM shares in Q4 2019, an estimated $1.34M.
Aptus Capital Advisors first reported a position in SiriusXM in Q4 2018 and held it in 4 quarters.
Aptus Capital Advisors's SiriusXM position peaked at $1.57M in Q1 2019.
633 funds tracked by Wall St. Rank held SiriusXM as of Q4 2019.

Based on Aptus Capital Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.