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Curated Wealth Partners’s SiriusXM SIRI Stock Holding History

Curated Wealth Partners’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
Q3 		– Sell
-2,341
Closed -$153K – 150
2021
Q2 		$153K Sell
2,341
-54
-2% -$3.39K 0.08% 144
2021
Q1 		$146K Sell
2,395
-577
-19% -$35.2K 0.09% 136
2020
Q4 		$189K Buy
+2,972
New +$182K 0.12% 132

Other funds holding SIRI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Curated Wealth Partners's SIRI Position: Q3 2021 in Review

Curated Wealth Partners sold out of SiriusXM (SIRI) in Q3 2021, closing a stake of 2,341 shares — an estimated $153K sold.

Curated Wealth Partners first reported a position in SIRI in Q4 2020 and held it in 3 quarters. The position peaked at $189K in Q4 2020. 615 funds tracked by Wall St. Rank hold SIRI as of Q3 2021.

  • Curated Wealth Partners reported no remaining SiriusXM position as of Q3 2021 after selling out during the quarter.
  • Curated Wealth Partners sold 2,341 SiriusXM shares in Q3 2021, an estimated $153K.
  • Curated Wealth Partners first reported a position in SiriusXM in Q4 2020 and held it in 3 quarters.
  • Curated Wealth Partners's SiriusXM position peaked at $189K in Q4 2020.
  • 615 funds tracked by Wall St. Rank held SiriusXM as of Q3 2021.

Based on Curated Wealth Partners's 13F filing for Q3 2021, filed 8 Nov 2021.