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Gupta Wealth Management’s SiriusXM SIRI Stock Holding History

Gupta Wealth 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
2016
Q1 		$71K Hold
1,808
– – 0.02% 389
2015
Q4 		$74K Sell
1,808
-100
-5% -$4.04K 0.02% 376
2015
Q3 		$71K Buy
1,908
+1,356
+246% +$52K 0.02% 397
2015
Q2 		$21K Sell
552
-537
-49% -$20.8K 0.01% 725
2015
Q1 		$42K Buy
+1,089
New +$40.9K 0.01% 434

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 $291M AUM 49.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HCM
Highline Capital Management New York $53.5M AUM 21.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SAS
Sarbit Advisory Services Winnipeg, Manitoba, Canada $294M AUM 0.68% 1-Year Est. Return

Gupta Wealth Management's SIRI Position: Q1 2016 in Review

Gupta Wealth Management held its SiriusXM (SIRI) position steady in Q1 2016 at 1,808 shares worth $71K. The position accounts for 0.02% of the portfolio, ranked #389.

Gupta Wealth Management first reported a position in SIRI in Q1 2015 and has held it in 5 quarters since. The position peaked at $74K in Q4 2015. 448 funds tracked by Wall St. Rank hold SIRI as of Q1 2016.

  • Gupta Wealth Management held 1,808 shares of SiriusXM worth $71K as of Q1 2016.
  • Gupta Wealth Management left its SiriusXM share count unchanged in Q1 2016.
  • SiriusXM made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #389 holding.
  • Gupta Wealth Management first reported a position in SiriusXM in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's SiriusXM position peaked at $74K in Q4 2015.
  • 448 funds tracked by Wall St. Rank held SiriusXM as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.