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Beacon Financial Advisory’s SiriusXM SIRI Stock Holding History

Beacon Financial Advisory’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
2021
Q3 		– Sell
-1,746
Closed -$114K – 236
2021
Q2 		$114K Hold
1,746
– – 0.06% 219
2021
Q1 		$106K Sell
1,746
-229
-12% -$14K 0.06% 222
2020
Q4 		$125K Buy
1,975
+29
+1% +$1.78K 0.08% 197
2020
Q3 		$104K Buy
+1,946
New +$112K 0.09% 171

Other funds holding SIRI

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Beacon Financial Advisory's SIRI Position: Q3 2021 in Review

Beacon Financial Advisory sold out of SiriusXM (SIRI) in Q3 2021, closing a stake of 1,746 shares — an estimated $114K sold.

Beacon Financial Advisory first reported a position in SIRI in Q3 2020 and held it in 4 quarters. The position peaked at $125K in Q4 2020. 615 funds tracked by Wall St. Rank hold SIRI as of Q3 2021.

  • Beacon Financial Advisory reported no remaining SiriusXM position as of Q3 2021 after selling out during the quarter.
  • Beacon Financial Advisory sold 1,746 SiriusXM shares in Q3 2021, an estimated $114K.
  • Beacon Financial Advisory first reported a position in SiriusXM in Q3 2020 and held it in 4 quarters.
  • Beacon Financial Advisory's SiriusXM position peaked at $125K in Q4 2020.
  • 615 funds tracked by Wall St. Rank held SiriusXM as of Q3 2021.

Based on Beacon Financial Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.