BerganKDV Wealth Management’s SiriusXM SIRI Stock Holding History

BerganKDV Wealth 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	$9.51K	Sell	210 -21	-9%	-$793	﹤0.01%	559
2023 Q1	$9.18K	Sell	231 -12	-5%	-$575	﹤0.01%	617
2022 Q4	$14.2K	Hold	243	–	–	﹤0.01%	531
2022 Q3	$14K	Buy	243 +12	+5%	+$754	﹤0.01%	530
2022 Q2	$14K	Hold	231	–	–	﹤0.01%	537
2022 Q1	$15K	Sell	231 -151	-40%	-$9.5K	﹤0.01%	554
2021 Q4	$24K	Buy	382 +151	+65%	+$9.45K	﹤0.01%	523
2021 Q3	$14K	Hold	231	–	–	﹤0.01%	586
2021 Q2	$15K	Hold	231	–	–	﹤0.01%	553
2021 Q1	$14K	Hold	231	–	–	﹤0.01%	534
2020 Q4	$15K	Hold	231	–	–	﹤0.01%	520
2020 Q3	$12K	Hold	231	–	–	﹤0.01%	489
2020 Q2	$14K	Hold	231	–	–	﹤0.01%	496
2020 Q1	$11K	Hold	231	–	–	﹤0.01%	484
2019 Q4	$17K	Buy	231 +21	+10%	+$1.42K	﹤0.01%	470
2019 Q3	$13K	Hold	210	–	–	﹤0.01%	480
2019 Q2	$12K	Hold	210	–	–	﹤0.01%	496
2019 Q1	$12K	Hold	210	–	–	﹤0.01%	509
2018 Q4	$12K	Sell	210 -10	-5%	-$608	﹤0.01%	457
2018 Q3	$14K	Hold	220	–	–	﹤0.01%	450
2018 Q2	$15K	Buy	+220	New	+$14.9K	﹤0.01%	451

Other funds holding SIRI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BerganKDV Wealth Management's SIRI Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its SiriusXM (SIRI) stake by 9.1% in Q2 2023, selling an estimated $793 and leaving 210 shares worth $9.51K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

BerganKDV Wealth Management first reported a position in SIRI in Q2 2018 and has held it in 21 quarters since. The position peaked at $24K in Q4 2021. 608 funds tracked by Wall St. Rank hold SIRI as of Q2 2023.

BerganKDV Wealth Management held 210 shares of SiriusXM worth $9.51K as of Q2 2023.
BerganKDV Wealth Management sold 21 SiriusXM shares in Q2 2023, an estimated $793.
SiriusXM made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #559 holding.
BerganKDV Wealth Management first reported a position in SiriusXM in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's SiriusXM position peaked at $24K in Q4 2021.
608 funds tracked by Wall St. Rank held SiriusXM as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.