Blooom Inc’s SiriusXM SIRI Stock Holding History

Blooom Inc’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
2022 Q3	$86K	Sell	1,492 -177	-11%	-$11.1K	0.16%	36
2022 Q2	$102K	Buy	1,669 +227	+16%	+$14.1K	0.18%	41
2022 Q1	$95K	Buy	+1,442	New	+$90.7K	0.08%	46

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

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

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

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

Blooom Inc's SIRI Position: Q3 2022 in Review

Blooom Inc reduced its SiriusXM (SIRI) stake by 11% in Q3 2022, selling an estimated $11.1K and leaving 1,492 shares worth $86K. The position accounts for 0.16% of the portfolio, ranked #36.

Blooom Inc first reported a position in SIRI in Q1 2022 and has held it in 3 quarters since. The position peaked at $102K in Q2 2022. 634 funds tracked by Wall St. Rank hold SIRI as of Q3 2022.

Blooom Inc held 1,492 shares of SiriusXM worth $86K as of Q3 2022.
Blooom Inc sold 177 SiriusXM shares in Q3 2022, an estimated $11.1K.
SiriusXM made up 0.16% of Blooom Inc's portfolio in Q3 2022, its #36 holding.
Blooom Inc first reported a position in SiriusXM in Q1 2022 and has held it in 3 quarters since.
Blooom Inc's SiriusXM position peaked at $102K in Q2 2022.
634 funds tracked by Wall St. Rank held SiriusXM as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.