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Evolution Wealth Advisors’s SiriusXM SIRI Stock Holding History

Evolution Wealth Advisors’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
2019
Q3 		– Sell
-46
Closed -$2.83K – 574
2019
Q2 		$3K Hold
46
– – ﹤0.01% 363
2019
Q1 		$3K Hold
46
– – ﹤0.01% 98
2018
Q4 		$3K Buy
+46
New +$2.8K ﹤0.01% 135

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 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

Evolution Wealth Advisors's SIRI Position: Q3 2019 in Review

Evolution Wealth Advisors sold out of SiriusXM (SIRI) in Q3 2019, closing a stake of 46 shares — an estimated $2.83K sold.

Evolution Wealth Advisors first reported a position in SIRI in Q4 2018 and held it in 3 quarters. The position peaked at $3K in Q2 2019. 587 funds tracked by Wall St. Rank hold SIRI as of Q3 2019.

  • Evolution Wealth Advisors reported no remaining SiriusXM position as of Q3 2019 after selling out during the quarter.
  • Evolution Wealth Advisors sold 46 SiriusXM shares in Q3 2019, an estimated $2.83K.
  • Evolution Wealth Advisors first reported a position in SiriusXM in Q4 2018 and held it in 3 quarters.
  • Evolution Wealth Advisors's SiriusXM position peaked at $3K in Q2 2019.
  • 587 funds tracked by Wall St. Rank held SiriusXM as of Q3 2019.

Based on Evolution Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.