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Genesis Wealth Advisors’s SiriusXM SIRI Stock Holding History

Genesis Wealth 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
2015
Q2 		$1.86K Hold
50
– – ﹤0.01% 465
2015
Q1 		$1.93K Hold
50
– – ﹤0.01% 417
2014
Q4 		$1.94K Buy
+50
New +$1.72K ﹤0.01% 447

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SAS
Sarbit Advisory Services Winnipeg, Manitoba, Canada $294M AUM 0.68% 1-Year Est. Return

Genesis Wealth Advisors's SIRI Position: Q2 2015 in Review

Genesis Wealth Advisors held its SiriusXM (SIRI) position steady in Q2 2015 at 50 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Genesis Wealth Advisors first reported a position in SIRI in Q4 2014 and has held it in 3 quarters since. The position peaked at $1.94K in Q4 2014. 445 funds tracked by Wall St. Rank hold SIRI as of Q2 2015.

  • Genesis Wealth Advisors held 50 shares of SiriusXM worth $1.86K as of Q2 2015.
  • Genesis Wealth Advisors left its SiriusXM share count unchanged in Q2 2015.
  • SiriusXM made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #465 holding.
  • Genesis Wealth Advisors first reported a position in SiriusXM in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's SiriusXM position peaked at $1.94K in Q4 2014.
  • 445 funds tracked by Wall St. Rank held SiriusXM as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.