GKWIM
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Gerber Kawasaki Wealth & Investment Management’s SiriusXM SIRI Stock Holding History

Gerber Kawasaki Wealth & 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
2021
Q4 		– Sell
-425
Closed -$25K – 956
2021
Q3 		$25K Buy
+425
New +$26.7K ﹤0.01% 459
2020
Q4 		– Sell
-2,239
Closed -$120K – 191
2020
Q3 		$120K Buy
2,239
+7
+0.3% +$401 0.03% 122
2020
Q2 		$131K Sell
2,232
-350
-14% -$19.6K 0.03% 128
2020
Q1 		$127K Sell
2,582
-10
-0.4% -$654 0.04% 118
2019
Q4 		$184K Hold
2,592
– – 0.05% 123
2019
Q3 		$162K Buy
2,592
+88
+4% +$5.41K 0.05% 121
2019
Q2 		$139K Hold
2,504
– – 0.04% 116
2019
Q1 		$141K Buy
2,504
+5
+0.2% +$298 0.04% 113
2018
Q4 		$142K Buy
2,499
+5
+0.2% +$304 0.05% 106
2018
Q3 		$157K Buy
2,494
+5
+0.2% +$348 0.04% 117
2018
Q2 		$169K Hold
2,489
– – 0.05% 99
2018
Q1 		$155K Sell
2,489
-55
-2% -$3.3K 0.05% 113
2017
Q4 		$136K Hold
2,544
– – 0.05% 109
2017
Q3 		$145K Sell
2,544
-37
-1% -$2.05K 0.05% 104
2017
Q2 		$137K Sell
2,581
-142
-5% -$7.25K 0.05% 113
2017
Q1 		$139K Buy
2,723
+100
+4% +$4.92K 0.06% 118
2016
Q4 		$116K Sell
2,623
-231
-8% -$10.1K 0.06% 97
2016
Q3 		$119K Sell
2,854
-1,077
-27% -$45K 0.07% 93
2016
Q2 		$155K Buy
+3,931
New +$154K 0.1% 83

Other funds holding SIRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Gerber Kawasaki Wealth & Investment Management's SIRI Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of SiriusXM (SIRI) in Q4 2021, closing a stake of 425 shares — an estimated $25K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SIRI in Q2 2016 and held it in 19 quarters. The position peaked at $184K in Q4 2019. 641 funds tracked by Wall St. Rank hold SIRI as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining SiriusXM position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 425 SiriusXM shares in Q4 2021, an estimated $25K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in SiriusXM in Q2 2016 and held it in 19 quarters.
  • Gerber Kawasaki Wealth & Investment Management's SiriusXM position peaked at $184K in Q4 2019.
  • 641 funds tracked by Wall St. Rank held SiriusXM as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.