Financial Architects (New Jersey)’s SiriusXM SIRI Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-50	Closed	-$3K	–	677
2020 Q2	$3K	Sell	50 -87	-64%	-$4.88K	﹤0.01%	782
2020 Q1	$7K	Buy	+137	New	+$8.96K	﹤0.01%	672
2018 Q4	–	Sell	-200	Closed	-$13K	–	1482
2018 Q3	$13K	Buy	200 +190	+1,900%	+$13.2K	﹤0.01%	1045
2018 Q2	$1K	Buy	+10	New	+$675	﹤0.01%	1284
2017 Q1	–	Sell	-600	Closed	-$27K	–	1619
2016 Q4	$27K	Sell	600 -10	-2%	-$435	0.01%	761
2016 Q3	$25K	Hold	610	–	–	0.01%	784
2016 Q2	$24K	Hold	610	–	–	0.01%	733
2016 Q1	$24K	Buy	+610	New	+$22.8K	0.01%	553
2015 Q3	–	Sell	-850	Closed	-$32K	–	786
2015 Q2	$32K	Hold	850	–	–	0.01%	527
2015 Q1	$32K	Hold	850	–	–	0.01%	477
2014 Q4	$30K	Hold	850	–	–	0.01%	438
2014 Q3	$30K	Buy	850 +600	+240%	+$21K	0.01%	392
2014 Q2	$9K	Buy	+250	New	+$8.13K	﹤0.01%	666
2013 Q4	–	Sell	-250	Closed	-$9K	–	496
2013 Q3	$9K	Hold	250	–	–	0.01%	501
2013 Q2	$8K	Buy	+250	New	+$8.22K	0.01%	500

Other funds holding SIRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Financial Architects (New Jersey)'s SIRI Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of SiriusXM (SIRI) in Q3 2020, closing a stake of 50 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in SIRI in Q2 2013 and held it in 15 quarters. The position peaked at $32K in Q2 2015. 637 funds tracked by Wall St. Rank hold SIRI as of Q3 2020.

Financial Architects (New Jersey) reported no remaining SiriusXM position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 50 SiriusXM shares in Q3 2020, an estimated $3K.
Financial Architects (New Jersey) first reported a position in SiriusXM in Q2 2013 and held it in 15 quarters.
Financial Architects (New Jersey)'s SiriusXM position peaked at $32K in Q2 2015.
637 funds tracked by Wall St. Rank held SiriusXM as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.