Executive Wealth Management’s SiriusXM SIRI Stock Holding History

Executive 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 Q4	–	Sell	-2,944	Closed	-$157K	–	180
2020 Q3	$157K	Buy	2,944 +7	+0.2%	+$401	0.02%	151
2020 Q2	$172K	Buy	2,937 +6	+0.2%	+$336	0.03%	130
2020 Q1	$144K	Sell	2,931 -490	-14%	-$32K	0.03%	120
2019 Q4	$244K	Sell	3,421 -184	-5%	-$12.4K	0.03%	132
2019 Q3	$225K	Sell	3,605 -28	-0.8%	-$1.72K	0.03%	124
2019 Q2	$203K	Buy	3,633 +8	+0.2%	+$455	0.03%	157
2019 Q1	$206K	Hold	3,625	–	–	0.04%	143
2018 Q4	$207K	Buy	+3,625	New	+$220K	0.04%	144

Other funds holding SIRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Executive Wealth Management's SIRI Position: Q4 2020 in Review

Executive Wealth Management sold out of SiriusXM (SIRI) in Q4 2020, closing a stake of 2,944 shares — an estimated $157K sold.

Executive Wealth Management first reported a position in SIRI in Q4 2018 and held it in 8 quarters. The position peaked at $244K in Q4 2019. 660 funds tracked by Wall St. Rank hold SIRI as of Q4 2020.

Executive Wealth Management reported no remaining SiriusXM position as of Q4 2020 after selling out during the quarter.
Executive Wealth Management sold 2,944 SiriusXM shares in Q4 2020, an estimated $157K.
Executive Wealth Management first reported a position in SiriusXM in Q4 2018 and held it in 8 quarters.
Executive Wealth Management's SiriusXM position peaked at $244K in Q4 2019.
660 funds tracked by Wall St. Rank held SiriusXM as of Q4 2020.

Based on Executive Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.