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Capital Asset Advisory Services’s SiriusXM SIRI Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-540
Closed -$34K – 1358
2020
Q4 		$34K Buy
+540
New +$33.2K 0.01% 711

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Capital Asset Advisory Services's SIRI Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of SiriusXM (SIRI) in Q1 2021, closing a stake of 540 shares — an estimated $34K sold.

Capital Asset Advisory Services first reported a position in SIRI in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 626 funds tracked by Wall St. Rank hold SIRI as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining SiriusXM position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 540 SiriusXM shares in Q1 2021, an estimated $34K.
  • Capital Asset Advisory Services first reported a position in SiriusXM in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's SiriusXM position peaked at $34K in Q4 2020.
  • 626 funds tracked by Wall St. Rank held SiriusXM as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.