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Belpointe Asset Management’s SiriusXM SIRI Stock Holding History

Belpointe Asset Management’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 		– Sell
-2,122
Closed -$84.2K – 2903
2023
Q1 		$84.2K Buy
2,122
+60
+3% +$2.87K ﹤0.01% 1405
2022
Q4 		$120K Hold
2,062
– – 0.01% 1142
2022
Q3 		$118K Hold
2,062
– – 0.01% 1083
2022
Q2 		$126K Sell
2,062
-318
-13% -$19.7K 0.01% 1015
2022
Q1 		$157K Sell
2,380
-98
-4% -$6.17K 0.01% 1014
2021
Q4 		$157K Sell
2,478
-1,599
-39% -$100K 0.01% 995
2021
Q3 		$248K Buy
4,077
+1,706
+72% +$107K 0.02% 777
2021
Q2 		$155K Sell
2,371
-1
-0% -$63 0.01% 939
2021
Q1 		$145K Sell
2,372
-111
-4% -$6.77K 0.01% 868
2020
Q4 		$158K Buy
2,483
+111
+5% +$6.82K 0.01% 781
2020
Q3 		$127K Buy
+2,372
New +$136K 0.01% 690

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Belpointe Asset Management's SIRI Position: Q2 2023 in Review

Belpointe Asset Management sold out of SiriusXM (SIRI) in Q2 2023, closing a stake of 2,122 shares — an estimated $84.2K sold.

Belpointe Asset Management first reported a position in SIRI in Q3 2020 and held it in 11 quarters. The position peaked at $248K in Q3 2021. 608 funds tracked by Wall St. Rank hold SIRI as of Q2 2023.

  • Belpointe Asset Management reported no remaining SiriusXM position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,122 SiriusXM shares in Q2 2023, an estimated $84.2K.
  • Belpointe Asset Management first reported a position in SiriusXM in Q3 2020 and held it in 11 quarters.
  • Belpointe Asset Management's SiriusXM position peaked at $248K in Q3 2021.
  • 608 funds tracked by Wall St. Rank held SiriusXM as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.