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FormulaFolio Investments’s SiriusXM SIRI Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-3,564
Closed -$227K – 753
2020
Q4 		$227K Buy
+3,564
New +$219K ﹤0.01% 596
2020
Q1 		– Sell
-5,753
Closed -$411K – 360
2019
Q4 		$411K Sell
5,753
-420
-7% -$28.3K 0.01% 257
2019
Q3 		$386K Buy
6,173
+10
+0.2% +$615 0.01% 249
2019
Q2 		$344K Sell
6,163
-116
-2% -$6.6K 0.01% 253
2019
Q1 		$356K Buy
6,279
+179
+3% +$10.7K 0.02% 245
2018
Q4 		$385K Hold
6,100
– – 0.02% 229
2018
Q3 		$385K Buy
6,100
+508
+9% +$35.4K 0.02% 229
2018
Q2 		$379K Buy
+5,592
New +$378K 0.02% 226

Other funds holding SIRI

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

FormulaFolio Investments's SIRI Position: Q1 2021 in Review

FormulaFolio Investments sold out of SiriusXM (SIRI) in Q1 2021, closing a stake of 3,564 shares — an estimated $227K sold.

FormulaFolio Investments first reported a position in SIRI in Q2 2018 and held it in 8 quarters. The position peaked at $411K in Q4 2019. 626 funds tracked by Wall St. Rank hold SIRI as of Q1 2021.

  • FormulaFolio Investments reported no remaining SiriusXM position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 3,564 SiriusXM shares in Q1 2021, an estimated $227K.
  • FormulaFolio Investments first reported a position in SiriusXM in Q2 2018 and held it in 8 quarters.
  • FormulaFolio Investments's SiriusXM position peaked at $411K in Q4 2019.
  • 626 funds tracked by Wall St. Rank held SiriusXM as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.