CFO
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Collective Family Office’s SiriusXM SIRI Stock Holding History

Collective Family Office’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
Q1 		– Sell
-2,738
Closed -$160K – 177
2022
Q4 		$160K Sell
2,738
-1,696
-38% -$104K 0.07% 168
2022
Q3 		$253K Hold
4,434
– – 0.13% 150
2022
Q2 		$272K Sell
4,434
-533
-11% -$33.1K 0.12% 158
2022
Q1 		$329K Buy
4,967
+2,257
+83% +$142K 0.13% 146
2021
Q4 		$172K Sell
2,710
-490
-15% -$30.6K 0.07% 182
2021
Q3 		$195K Buy
+3,200
New +$201K 0.08% 169

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return