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FDx Advisors’s SiriusXM SIRI Stock Holding History

FDx 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
Q1 		– Sell
-2,810
Closed -$160K – 805
2018
Q4 		$160K Sell
2,810
-40
-1% -$2.43K 0.01% 529
2018
Q3 		$180K Buy
+2,850
New +$198K 0.01% 846
2018
Q2 		– Sell
-3,223
Closed -$201K – 1065
2018
Q1 		$201K Sell
3,223
-78
-2% -$4.68K 0.01% 1120
2017
Q4 		$177K Sell
3,301
-392
-11% -$21.7K ﹤0.01% 1202
2017
Q3 		$204K Buy
+3,693
New +$204K 0.01% 1200
2014
Q1 		– Sell
-5,747
Closed -$201K – 781
2013
Q4 		$201K Sell
5,747
-5,392
-48% -$201K 0.02% 625
2013
Q3 		$432K Sell
11,139
-247
-2% -$9.2K 0.05% 327
2013
Q2 		$381K Buy
+11,386
New +$374K 0.05% 314

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return