Confluence Wealth Services’s SiriusXM SIRI Stock Holding History

Confluence Wealth 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
2022 Q1	–	Sell	-325	Closed	-$20K	–	999
2021 Q4	$20K	Buy	+325	New	+$20.3K	0.01%	734

Other funds holding SIRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Confluence Wealth Services's SIRI Position: Q1 2022 in Review

Confluence Wealth Services sold out of SiriusXM (SIRI) in Q1 2022, closing a stake of 325 shares — an estimated $20K sold.

Confluence Wealth Services first reported a position in SIRI in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 636 funds tracked by Wall St. Rank hold SIRI as of Q1 2022.

Confluence Wealth Services reported no remaining SiriusXM position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 325 SiriusXM shares in Q1 2022, an estimated $20K.
Confluence Wealth Services first reported a position in SiriusXM in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's SiriusXM position peaked at $20K in Q4 2021.
636 funds tracked by Wall St. Rank held SiriusXM as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.