Consolidated Planning Corp’s SiriusXM SIRI Stock Holding History

Consolidated Planning Corp’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 Q4	–	Sell	-280	Closed	-$17K	–	380
2021 Q3	$17K	Buy	+280	New	+$17.6K	0.01%	262

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Consolidated Planning Corp's SIRI Position: Q4 2021 in Review

Consolidated Planning Corp sold out of SiriusXM (SIRI) in Q4 2021, closing a stake of 280 shares — an estimated $17K sold.

Consolidated Planning Corp first reported a position in SIRI in Q3 2021 and held it in 1 quarter. The position peaked at $17K in Q3 2021. 641 funds tracked by Wall St. Rank hold SIRI as of Q4 2021.

Consolidated Planning Corp reported no remaining SiriusXM position as of Q4 2021 after selling out during the quarter.
Consolidated Planning Corp sold 280 SiriusXM shares in Q4 2021, an estimated $17K.
Consolidated Planning Corp first reported a position in SiriusXM in Q3 2021 and held it in 1 quarter.
Consolidated Planning Corp's SiriusXM position peaked at $17K in Q3 2021.
641 funds tracked by Wall St. Rank held SiriusXM as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.