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Financial Advocates Investment Management’s SiriusXM SIRI Stock Holding History

Financial Advocates Investment 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
2022
Q2 		– Sell
-1,539
Closed -$102K – 780
2022
Q1 		$102K Buy
1,539
+102
+7% +$6.42K 0.01% 710
2021
Q4 		$91K Sell
1,437
-2
-0.1% -$125 0.01% 752
2021
Q3 		$88K Sell
1,439
-4,795
-77% -$301K 0.01% 728
2021
Q2 		$3.58M Buy
6,234
+4,789
+331% +$300K 0.24% 103
2021
Q1 		$88K Buy
1,445
+6
+0.4% +$366 0.01% 733
2020
Q4 		$91K Hold
1,439
– – 0.01% 702
2020
Q3 		$77K Sell
1,439
-6
-0.4% -$344 0.01% 615
2020
Q2 		$85K Hold
1,445
– – 0.01% 595
2020
Q1 		$71K Sell
1,445
-13
-0.9% -$850 0.01% 463
2019
Q4 		$105K Hold
1,458
– – 0.01% 500
2019
Q3 		$92K Buy
1,458
+10
+0.7% +$615 0.01% 474
2019
Q2 		$81K Hold
1,448
– – 0.01% 462
2019
Q1 		$82K Sell
1,448
-50
-3% -$2.98K 0.01% 452
2018
Q4 		$86K Buy
+1,498
New +$91.1K 0.01% 414
2018
Q3 		– Sell
-1,676
Closed -$115K – 524
2018
Q2 		$115K Buy
1,676
+205
+14% +$13.8K 0.01% 477
2018
Q1 		$92K Buy
+1,471
New +$88.3K 0.01% 477

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's SIRI Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of SiriusXM (SIRI) in Q2 2022, closing a stake of 1,539 shares — an estimated $102K sold.

Financial Advocates Investment Management first reported a position in SIRI in Q1 2018 and held it in 16 quarters. The position peaked at $3.58M in Q2 2021. 630 funds tracked by Wall St. Rank hold SIRI as of Q2 2022.

  • Financial Advocates Investment Management reported no remaining SiriusXM position as of Q2 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,539 SiriusXM shares in Q2 2022, an estimated $102K.
  • Financial Advocates Investment Management first reported a position in SiriusXM in Q1 2018 and held it in 16 quarters.
  • Financial Advocates Investment Management's SiriusXM position peaked at $3.58M in Q2 2021.
  • 630 funds tracked by Wall St. Rank held SiriusXM as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.