Herold Advisors’s SiriusXM SIRI Stock Holding History

Herold 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
2022 Q2	–	Sell	-100	Closed	-$6.62K	–	586
2022 Q1	$6.62K	Buy	+100	New	+$6.29K	﹤0.01%	647
2021 Q4	–	Sell	-100	Closed	-$6K	–	564
2021 Q3	$6K	Buy	+100	New	+$6.29K	﹤0.01%	653

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

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Herold Advisors's SIRI Position: Q2 2022 in Review

Herold Advisors sold out of SiriusXM (SIRI) in Q2 2022, closing a stake of 100 shares — an estimated $6.62K sold.

Herold Advisors first reported a position in SIRI in Q3 2021 and held it in 2 quarters. The position peaked at $6.62K in Q1 2022. 630 funds tracked by Wall St. Rank hold SIRI as of Q2 2022.

Herold Advisors reported no remaining SiriusXM position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 100 SiriusXM shares in Q2 2022, an estimated $6.62K.
Herold Advisors first reported a position in SiriusXM in Q3 2021 and held it in 2 quarters.
Herold Advisors's SiriusXM position peaked at $6.62K in Q1 2022.
630 funds tracked by Wall St. Rank held SiriusXM as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.