CSat Investment Advisory’s SiriusXM SIRI Stock Holding History

CSat Investment Advisory’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
2020 Q4	–	Sell	-1,170	Closed	-$63K	–	888
2020 Q3	$63K	Buy	1,170 +102	+10%	+$5.85K	0.01%	635
2020 Q2	$63K	Sell	1,068 -151	-12%	-$8.46K	0.01%	638
2020 Q1	$60K	Buy	1,219 +151	+14%	+$9.88K	0.01%	481
2019 Q4	$76K	Buy	1,068 +160	+18%	+$10.8K	0.02%	445
2019 Q3	$57K	Buy	908 +101	+13%	+$6.21K	0.02%	472
2019 Q2	$45K	Buy	+807	New	+$45.9K	0.02%	590

Other funds holding SIRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

CSat Investment Advisory's SIRI Position: Q4 2020 in Review

CSat Investment Advisory sold out of SiriusXM (SIRI) in Q4 2020, closing a stake of 1,170 shares — an estimated $63K sold.

CSat Investment Advisory first reported a position in SIRI in Q2 2019 and held it in 6 quarters. The position peaked at $76K in Q4 2019. 660 funds tracked by Wall St. Rank hold SIRI as of Q4 2020.

CSat Investment Advisory reported no remaining SiriusXM position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 1,170 SiriusXM shares in Q4 2020, an estimated $63K.
CSat Investment Advisory first reported a position in SiriusXM in Q2 2019 and held it in 6 quarters.
CSat Investment Advisory's SiriusXM position peaked at $76K in Q4 2019.
660 funds tracked by Wall St. Rank held SiriusXM as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.