Harvest Group Wealth Management’s SiriusXM SIRI Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-102	Closed	-$6K	–	600
2020 Q4	$6K	Hold	102	–	–	﹤0.01%	254
2020 Q3	$5K	Sell	102 -129	-56%	-$7.4K	﹤0.01%	267
2020 Q2	$13K	Hold	231	–	–	0.01%	195
2020 Q1	$11K	Hold	231	–	–	0.01%	198
2019 Q4	$16K	Hold	231	–	–	0.01%	180
2019 Q3	$14K	Hold	231	–	–	0.02%	212
2019 Q2	$12K	Hold	231	–	–	0.02%	202
2019 Q1	$13K	Buy	+231	New	+$13.8K	0.01%	207

Other funds holding SIRI

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Harvest Group Wealth Management's SIRI Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of SiriusXM (SIRI) in Q1 2021, closing a stake of 102 shares — an estimated $6K sold.

Harvest Group Wealth Management first reported a position in SIRI in Q1 2019 and held it in 8 quarters. The position peaked at $16K in Q4 2019. 626 funds tracked by Wall St. Rank hold SIRI as of Q1 2021.

Harvest Group Wealth Management reported no remaining SiriusXM position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 102 SiriusXM shares in Q1 2021, an estimated $6K.
Harvest Group Wealth Management first reported a position in SiriusXM in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's SiriusXM position peaked at $16K in Q4 2019.
626 funds tracked by Wall St. Rank held SiriusXM as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.