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Clearview Wealth Advisors’s SiriusXM SIRI Stock Holding History

Clearview Wealth 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
2023
Q2 		– Sell
-51
Closed -$2.04K – 724
2023
Q1 		$2.04K Hold
51
– – ﹤0.01% 518
2022
Q4 		$3K Hold
51
– – ﹤0.01% 449
2022
Q3 		$3K Hold
51
– – ﹤0.01% 465
2022
Q2 		$3K Hold
51
– – ﹤0.01% 480
2022
Q1 		$3K Hold
51
– – ﹤0.01% 502
2021
Q4 		$3K Sell
51
-52
-50% -$3.25K ﹤0.01% 563
2021
Q3 		$6K Hold
103
– – ﹤0.01% 487
2021
Q2 		$7K Buy
103
+1
+1% +$63 ﹤0.01% 482
2021
Q1 		$6K Hold
102
– – ﹤0.01% 472
2020
Q4 		$7K Buy
+102
New +$6.26K ﹤0.01% 423

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearview Wealth Advisors's SIRI Position: Q2 2023 in Review

Clearview Wealth Advisors sold out of SiriusXM (SIRI) in Q2 2023, closing a stake of 51 shares — an estimated $2.04K sold.

Clearview Wealth Advisors first reported a position in SIRI in Q4 2020 and held it in 10 quarters. The position peaked at $7K in Q2 2021. 609 funds tracked by Wall St. Rank hold SIRI as of Q2 2023.

  • Clearview Wealth Advisors reported no remaining SiriusXM position as of Q2 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 51 SiriusXM shares in Q2 2023, an estimated $2.04K.
  • Clearview Wealth Advisors first reported a position in SiriusXM in Q4 2020 and held it in 10 quarters.
  • Clearview Wealth Advisors's SiriusXM position peaked at $7K in Q2 2021.
  • 609 funds tracked by Wall St. Rank held SiriusXM as of Q2 2023.

Based on Clearview Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.