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 $5.7T AUM 30.48% 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 $263B AUM 16.68% 1-Year Est. Return
State Street
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
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM