BTR Capital Management’s SiriusXM SIRI Stock Holding History

BTR Capital 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
2022 Q3	$66K	Hold	1,150	–	–	0.01%	162
2022 Q2	$70K	Hold	1,150	–	–	0.01%	159
2022 Q1	$76K	Hold	1,150	–	–	0.01%	168
2021 Q4	$73K	Hold	1,150	–	–	0.01%	174
2021 Q3	$70K	Hold	1,150	–	–	0.01%	162
2021 Q2	$75K	Hold	1,150	–	–	0.01%	169
2021 Q1	$70K	Hold	1,150	–	–	0.01%	169
2020 Q4	$73K	Hold	1,150	–	–	0.01%	168
2020 Q3	$62K	Hold	1,150	–	–	0.01%	155
2020 Q2	$68K	Hold	1,150	–	–	0.01%	153
2020 Q1	$57K	Hold	1,150	–	–	0.01%	145
2019 Q4	$82K	Hold	1,150	–	–	0.01%	166
2019 Q3	$72K	Buy	+1,150	New	+$70.7K	0.01%	166
2019 Q2	–	Sell	-1,640	Closed	-$93K	–	178
2019 Q1	$93K	Hold	1,640	–	–	0.02%	163
2018 Q4	$94K	Hold	1,640	–	–	0.02%	161
2018 Q3	$104K	Buy	+1,640	New	+$114K	0.02%	172

Other funds holding SIRI

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

BlackRock New York $5.72T AUM 30.48% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BTR Capital Management's SIRI Position: Q3 2022 in Review

BTR Capital Management held its SiriusXM (SIRI) position steady in Q3 2022 at 1,150 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #162.

BTR Capital Management first reported a position in SIRI in Q3 2018 and has held it in 16 quarters since. The position peaked at $104K in Q3 2018. 634 funds tracked by Wall St. Rank hold SIRI as of Q3 2022.

BTR Capital Management held 1,150 shares of SiriusXM worth $66K as of Q3 2022.
BTR Capital Management left its SiriusXM share count unchanged in Q3 2022.
SiriusXM made up 0.01% of BTR Capital Management's portfolio in Q3 2022, its #162 holding.
BTR Capital Management first reported a position in SiriusXM in Q3 2018 and has held it in 16 quarters since.
BTR Capital Management's SiriusXM position peaked at $104K in Q3 2018.
634 funds tracked by Wall St. Rank held SiriusXM as of Q3 2022.

Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.