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Avantax Planning Partners’s SiriusXM SIRI Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-327
Closed -$21K – 1034
2018
Q3 		$21K Buy
+327
New +$22.8K ﹤0.01% 692
2018
Q2 		– Sell
-524
Closed -$33K – 1266
2018
Q1 		$33K Buy
+524
New +$31.5K ﹤0.01% 619

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Avantax Planning Partners's SIRI Position: Q4 2018 in Review

Avantax Planning Partners sold out of SiriusXM (SIRI) in Q4 2018, closing a stake of 327 shares — an estimated $21K sold.

Avantax Planning Partners first reported a position in SIRI in Q1 2018 and held it in 2 quarters. The position peaked at $33K in Q1 2018. 594 funds tracked by Wall St. Rank hold SIRI as of Q4 2018.

  • Avantax Planning Partners reported no remaining SiriusXM position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 327 SiriusXM shares in Q4 2018, an estimated $21K.
  • Avantax Planning Partners first reported a position in SiriusXM in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's SiriusXM position peaked at $33K in Q1 2018.
  • 594 funds tracked by Wall St. Rank held SiriusXM as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.