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 $5.7T AUM 30.48% 1-Year Est. Return

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 New York $761B AUM 31.28% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return