Edge Wealth Management’s SiriusXM SIRI Stock Holding History

Edge Wealth Management’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 Q3	–	Sell	-190	Closed	-$11K	–	606
2020 Q2	$11K	Sell	190 -600	-76%	-$33.6K	﹤0.01%	458
2020 Q1	$40K	Sell	790 -5,859	-88%	-$383K	0.01%	267
2019 Q4	$475K	Buy	6,649 +6,159	+1,257%	+$415K	0.1%	102
2019 Q3	$30K	Hold	490	–	–	0.01%	299
2019 Q2	$27K	Hold	490	–	–	0.01%	311
2019 Q1	$28K	Sell	490 -200	-29%	-$11.9K	0.01%	291
2018 Q4	$39K	Hold	690	–	–	0.01%	266
2018 Q3	$44K	Hold	690	–	–	0.01%	266
2018 Q2	$47K	Hold	690	–	–	0.01%	245
2018 Q1	$43K	Hold	690	–	–	0.01%	239
2017 Q4	$37K	Buy	690 +300	+77%	+$16.6K	0.01%	251
2017 Q3	$22K	Hold	390	–	–	0.01%	300
2017 Q2	$21K	Hold	390	–	–	0.01%	300
2017 Q1	$20K	Sell	390 -100	-20%	-$4.92K	0.01%	289
2016 Q4	$22K	Sell	490 -175	-26%	-$7.61K	0.01%	268
2016 Q3	$28K	Hold	665	–	–	0.01%	236
2016 Q2	$26K	Hold	665	–	–	0.01%	231
2016 Q1	$26K	Hold	665	–	–	0.01%	211
2015 Q4	$27K	Hold	665	–	–	0.01%	224
2015 Q3	$25K	Hold	665	–	–	0.01%	224
2015 Q2	$25K	Hold	665	–	–	0.01%	236
2015 Q1	$26K	Hold	665	–	–	0.01%	234
2014 Q4	$23K	Hold	665	–	–	0.01%	245
2014 Q3	$23K	Hold	665	–	–	0.01%	248
2014 Q2	$23K	Hold	665	–	–	0.01%	237
2014 Q1	$21K	Sell	665 -88	-12%	-$3.11K	0.01%	234
2013 Q4	$26K	Buy	753 +375	+99%	+$14K	0.01%	205
2013 Q3	$15K	Buy	378 +88	+30%	+$3.28K	0.01%	216
2013 Q2	$10K	Buy	+290	New	+$9.53K	0.01%	235

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 $299B AUM 27.55% 1-Year Est. Return

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

DCP

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

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Edge Wealth Management's SIRI Position: Q3 2020 in Review

Edge Wealth Management sold out of SiriusXM (SIRI) in Q3 2020, closing a stake of 190 shares — an estimated $11K sold.

Edge Wealth Management first reported a position in SIRI in Q2 2013 and held it in 29 quarters. The position peaked at $475K in Q4 2019. 637 funds tracked by Wall St. Rank hold SIRI as of Q3 2020.

Edge Wealth Management reported no remaining SiriusXM position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 190 SiriusXM shares in Q3 2020, an estimated $11K.
Edge Wealth Management first reported a position in SiriusXM in Q2 2013 and held it in 29 quarters.
Edge Wealth Management's SiriusXM position peaked at $475K in Q4 2019.
637 funds tracked by Wall St. Rank held SiriusXM as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.