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Beacon Pointe Wealth Advisors’s SiriusXM SIRI Stock Holding History

Beacon Pointe 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
2019
Q4 		$79K Sell
1,105
-144
-12% -$9.7K 0.01% 266
2019
Q3 		$78K Buy
+1,249
New +$76.8K 0.02% 252

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

Beacon Pointe Wealth Advisors's SIRI Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its SiriusXM (SIRI) stake by 12% in Q4 2019, selling an estimated $9.7K and leaving 1,105 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #266.

Beacon Pointe Wealth Advisors first reported a position in SIRI in Q3 2019 and has held it in 2 quarters since. 633 funds tracked by Wall St. Rank hold SIRI as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 1,105 shares of SiriusXM worth $79K as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 144 SiriusXM shares in Q4 2019, an estimated $9.7K.
  • SiriusXM made up 0.01% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #266 holding.
  • Beacon Pointe Wealth Advisors first reported a position in SiriusXM in Q3 2019 and has held it in 2 quarters since.
  • 633 funds tracked by Wall St. Rank held SiriusXM as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.