Berman Capital Advisors’s SiriusXM SIRI Stock Holding History

Berman Capital 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
2021 Q3	$56K	Buy	938 +420	+81%	+$26.4K	0.01%	636
2021 Q2	$32K	Buy	518 +458	+763%	+$28.7K	0.01%	752
2021 Q1	$3K	Hold	60	–	–	﹤0.01%	1442
2020 Q4	$3K	Hold	60	–	–	﹤0.01%	1328
2020 Q3	$3K	Sell	60 -37	-38%	-$2.12K	﹤0.01%	1215
2020 Q2	$5K	Sell	97 -146	-60%	-$8.18K	﹤0.01%	994
2020 Q1	$11K	Sell	243 -34	-12%	-$2.22K	﹤0.01%	646
2019 Q4	$19K	Hold	277	–	–	0.01%	555
2019 Q3	$17K	Hold	277	–	–	0.01%	558
2019 Q2	$15K	Buy	277 +83	+43%	+$4.72K	﹤0.01%	598
2019 Q1	$11K	Buy	194 +54	+39%	+$3.22K	﹤0.01%	632
2018 Q4	$7K	Buy	+140	New	+$8.51K	﹤0.01%	604
2018 Q1	–	Sell	-1,026	Closed	-$55K	–	125
2017 Q4	$55K	Buy	+1,026	New	+$56.7K	0.02%	105

Other funds holding SIRI

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Berman Capital Advisors's SIRI Position: Q3 2021 in Review

Berman Capital Advisors increased its SiriusXM (SIRI) stake by 81% in Q3 2021, buying an estimated $26.4K and bringing the position to 938 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #636.

Berman Capital Advisors first reported a position in SIRI in Q4 2017 and has held it in 13 quarters since. 615 funds tracked by Wall St. Rank hold SIRI as of Q3 2021.

Berman Capital Advisors held 938 shares of SiriusXM worth $56K as of Q3 2021.
Berman Capital Advisors bought 420 SiriusXM shares in Q3 2021, an estimated $26.4K.
SiriusXM made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #636 holding.
Berman Capital Advisors first reported a position in SiriusXM in Q4 2017 and has held it in 13 quarters since.
615 funds tracked by Wall St. Rank held SiriusXM as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.