BDO Wealth Advisors’s SiriusXM SIRI Stock Holding History

BDO Wealth 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
2023 Q2	$47K	Hold	1,038	–	–	0.01%	443
2023 Q1	$41.2K	Hold	1,038	–	–	0.01%	453
2022 Q4	$60.6K	Hold	1,038	–	–	0.01%	386
2022 Q3	$59K	Hold	1,038	–	–	0.01%	385
2022 Q2	$64K	Hold	1,038	–	–	0.01%	383
2022 Q1	$69K	Hold	1,038	–	–	0.01%	381
2021 Q4	$66K	Sell	1,038 -255	-20%	-$15.9K	0.01%	401
2021 Q3	$79K	Sell	1,293 -255	-16%	-$16K	0.01%	385
2021 Q2	$101K	Sell	1,548 -4	-0.3%	-$251	0.01%	371
2021 Q1	$94K	Buy	1,552 +4	+0.3%	+$244	0.01%	361
2020 Q4	$99K	Hold	1,548	–	–	0.01%	289
2020 Q3	$83K	Hold	1,548	–	–	0.01%	288
2020 Q2	$91K	Sell	1,548 -38	-2%	-$2.13K	0.02%	277
2020 Q1	$78K	Buy	+1,586	New	+$104K	0.02%	301

Other funds holding SIRI

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BDO Wealth Advisors's SIRI Position: Q2 2023 in Review

BDO Wealth Advisors held its SiriusXM (SIRI) position steady in Q2 2023 at 1,038 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #443.

BDO Wealth Advisors first reported a position in SIRI in Q1 2020 and has held it in 14 quarters since. The position peaked at $101K in Q2 2021. 608 funds tracked by Wall St. Rank hold SIRI as of Q2 2023.

BDO Wealth Advisors held 1,038 shares of SiriusXM worth $47K as of Q2 2023.
BDO Wealth Advisors left its SiriusXM share count unchanged in Q2 2023.
SiriusXM made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #443 holding.
BDO Wealth Advisors first reported a position in SiriusXM in Q1 2020 and has held it in 14 quarters since.
BDO Wealth Advisors's SiriusXM position peaked at $101K in Q2 2021.
608 funds tracked by Wall St. Rank held SiriusXM as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.