Crewe Advisors’s SiriusXM SIRI Stock Holding History

Crewe 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
2022 Q4	–	Sell	-115	Closed	-$7K	–	1236
2022 Q3	$7K	Buy	115 +51	+80%	+$3.21K	﹤0.01%	776
2022 Q2	$4K	Buy	+64	New	+$3.98K	﹤0.01%	837

Other funds holding SIRI

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

BlackRock New York $6.73T AUM 46.02% 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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Crewe Advisors's SIRI Position: Q4 2022 in Review

Crewe Advisors sold out of SiriusXM (SIRI) in Q4 2022, closing a stake of 115 shares — an estimated $7K sold.

Crewe Advisors first reported a position in SIRI in Q2 2022 and held it in 2 quarters. The position peaked at $7K in Q3 2022. 666 funds tracked by Wall St. Rank hold SIRI as of Q4 2022.

Crewe Advisors reported no remaining SiriusXM position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 115 SiriusXM shares in Q4 2022, an estimated $7K.
Crewe Advisors first reported a position in SiriusXM in Q2 2022 and held it in 2 quarters.
Crewe Advisors's SiriusXM position peaked at $7K in Q3 2022.
666 funds tracked by Wall St. Rank held SiriusXM as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.