Evoke Wealth’s SiriusXM SIRI Stock Holding History

Evoke Wealth’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	-58	Closed	-$3K	–	1012
2022 Q3	$3K	Hold	58	–	–	﹤0.01%	994
2022 Q2	$4K	Hold	58	–	–	﹤0.01%	949
2022 Q1	$4K	Hold	58	–	–	﹤0.01%	966
2021 Q4	$4K	Hold	58	–	–	﹤0.01%	960
2021 Q3	$3K	Hold	58	–	–	﹤0.01%	965
2021 Q2	$4K	Hold	58	–	–	﹤0.01%	946
2021 Q1	$4K	Hold	58	–	–	﹤0.01%	904
2020 Q4	$4K	Hold	58	–	–	﹤0.01%	786
2020 Q3	$3K	Hold	58	–	–	﹤0.01%	798
2020 Q2	$3K	Hold	58	–	–	﹤0.01%	813
2020 Q1	$2.87K	Hold	58	–	–	﹤0.01%	741
2019 Q4	$4.15K	Hold	58	–	–	﹤0.01%	954
2019 Q3	$3.63K	Buy	+58	New	+$3.57K	﹤0.01%	1090

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

Evoke Wealth's SIRI Position: Q4 2022 in Review

Evoke Wealth sold out of SiriusXM (SIRI) in Q4 2022, closing a stake of 58 shares — an estimated $3K sold.

Evoke Wealth first reported a position in SIRI in Q3 2019 and held it in 13 quarters. The position peaked at $4.15K in Q4 2019. 666 funds tracked by Wall St. Rank hold SIRI as of Q4 2022.

Evoke Wealth reported no remaining SiriusXM position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 58 SiriusXM shares in Q4 2022, an estimated $3K.
Evoke Wealth first reported a position in SiriusXM in Q3 2019 and held it in 13 quarters.
Evoke Wealth's SiriusXM position peaked at $4.15K in Q4 2019.
666 funds tracked by Wall St. Rank held SiriusXM as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.