HWA
SIRI icon

HCR Wealth Advisors’s SiriusXM SIRI Stock Holding History

HCR 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
2021
Q1 		– Sell
-1,020
Closed -$65K – 260
2020
Q4 		$65K Hold
1,020
– – 0.01% 198
2020
Q3 		$55K Sell
1,020
-133
-12% -$7.63K 0.01% 180
2020
Q2 		$68K Hold
1,153
– – 0.02% 172
2020
Q1 		$57K Sell
1,153
-267
-19% -$17.5K 0.02% 172
2019
Q4 		$102K Buy
+1,420
New +$95.7K 0.02% 169
2019
Q3 		– Sell
-1,420
Closed -$79K – 162
2019
Q2 		$79K Sell
1,420
-50
-3% -$2.84K 0.02% 152
2019
Q1 		$83K Buy
1,470
+200
+16% +$11.9K 0.02% 167
2018
Q4 		$73K Buy
+1,270
New +$77.2K 0.02% 157
2018
Q3 		– Sell
-1,420
Closed -$96K – 174
2018
Q2 		$96K Hold
1,420
– – 0.03% 167
2018
Q1 		$89K Hold
1,420
– – 0.03% 163
2017
Q4 		$76K Hold
1,420
– – 0.03% 165
2017
Q3 		$78K Buy
1,420
+100
+8% +$5.53K 0.03% 160
2017
Q2 		$72K Sell
1,320
-100
-7% -$5.11K 0.04% 138
2017
Q1 		$73K Sell
1,420
-200
-12% -$9.83K 0.04% 149
2016
Q4 		$72K Buy
+1,620
New +$70.5K 0.04% 145

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

HCR Wealth Advisors's SIRI Position: Q1 2021 in Review

HCR Wealth Advisors sold out of SiriusXM (SIRI) in Q1 2021, closing a stake of 1,020 shares — an estimated $65K sold.

HCR Wealth Advisors first reported a position in SIRI in Q4 2016 and held it in 15 quarters. The position peaked at $102K in Q4 2019. 627 funds tracked by Wall St. Rank hold SIRI as of Q1 2021.

  • HCR Wealth Advisors reported no remaining SiriusXM position as of Q1 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 1,020 SiriusXM shares in Q1 2021, an estimated $65K.
  • HCR Wealth Advisors first reported a position in SiriusXM in Q4 2016 and held it in 15 quarters.
  • HCR Wealth Advisors's SiriusXM position peaked at $102K in Q4 2019.
  • 627 funds tracked by Wall St. Rank held SiriusXM as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.