Claraphi Advisory Network’s SiriusXM SIRI Stock Holding History

Claraphi Advisory Network’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
2020 Q4	–	Sell	-1,010	Closed	-$54K	–	302
2020 Q3	$54K	Sell	1,010 -100	-9%	-$5.73K	0.02%	246
2020 Q2	$65K	Sell	1,110 -200	-15%	-$11.2K	0.03%	273
2020 Q1	$65K	Hold	1,310	–	–	0.03%	423
2019 Q4	$94K	Hold	1,310	–	–	0.06%	194
2019 Q3	$82K	Sell	1,310 -93	-7%	-$5.72K	0.05%	255
2019 Q2	$78K	Buy	1,403 +93	+7%	+$5.29K	0.05%	236
2019 Q1	$74K	Hold	1,310	–	–	0.05%	231
2018 Q4	$75K	Hold	1,310	–	–	0.06%	206
2018 Q3	$83K	Hold	1,310	–	–	0.05%	256
2018 Q2	$89K	Hold	1,310	–	–	0.06%	265
2018 Q1	$82K	Hold	1,310	–	–	0.06%	254
2017 Q4	$70K	Buy	+1,310	New	+$72.4K	0.05%	218

Other funds holding SIRI

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

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 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

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Claraphi Advisory Network's SIRI Position: Q4 2020 in Review

Claraphi Advisory Network sold out of SiriusXM (SIRI) in Q4 2020, closing a stake of 1,010 shares — an estimated $54K sold.

Claraphi Advisory Network first reported a position in SIRI in Q4 2017 and held it in 12 quarters. The position peaked at $94K in Q4 2019. 660 funds tracked by Wall St. Rank hold SIRI as of Q4 2020.

Claraphi Advisory Network reported no remaining SiriusXM position as of Q4 2020 after selling out during the quarter.
Claraphi Advisory Network sold 1,010 SiriusXM shares in Q4 2020, an estimated $54K.
Claraphi Advisory Network first reported a position in SiriusXM in Q4 2017 and held it in 12 quarters.
Claraphi Advisory Network's SiriusXM position peaked at $94K in Q4 2019.
660 funds tracked by Wall St. Rank held SiriusXM as of Q4 2020.

Based on Claraphi Advisory Network's 13F filing for Q4 2020, filed 5 Feb 2021.