Ground Swell Capital’s SiriusXM SIRI Stock Holding History

Ground Swell Capital’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
2023 Q2	–	Sell	-1,121	Closed	-$44.5K	–	87
2023 Q1	$44.5K	Buy	+1,121	New	+$53.7K	0.07%	32
2022 Q3	–	Sell	-1,817	Closed	-$111K	–	177
2022 Q2	$111K	Buy	+1,817	New	+$113K	0.2%	93

Other funds holding SIRI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ground Swell Capital's SIRI Position: Q2 2023 in Review

Ground Swell Capital sold out of SiriusXM (SIRI) in Q2 2023, closing a stake of 1,121 shares — an estimated $44.5K sold.

Ground Swell Capital first reported a position in SIRI in Q2 2022 and held it in 2 quarters. The position peaked at $111K in Q2 2022. 608 funds tracked by Wall St. Rank hold SIRI as of Q2 2023.

Ground Swell Capital reported no remaining SiriusXM position as of Q2 2023 after selling out during the quarter.
Ground Swell Capital sold 1,121 SiriusXM shares in Q2 2023, an estimated $44.5K.
Ground Swell Capital first reported a position in SiriusXM in Q2 2022 and held it in 2 quarters.
Ground Swell Capital's SiriusXM position peaked at $111K in Q2 2022.
608 funds tracked by Wall St. Rank held SiriusXM as of Q2 2023.

Based on Ground Swell Capital's 13F filing for Q2 2023, filed 10 Aug 2023.