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High Net Worth Advisory Group’s SiriusXM SIRI Stock Holding History

High Net Worth Advisory Group’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
2023
Q1 		– Sell
-16
Closed -$934 – 511
2022
Q4 		$934 Hold
16
– – ﹤0.01% 596
2022
Q3 		$1K Hold
16
– – ﹤0.01% 666
2022
Q2 		$1K Hold
16
– – ﹤0.01% 659
2022
Q1 		$1K Hold
16
– – ﹤0.01% 670
2021
Q4 		$1K Buy
+16
New +$1K ﹤0.01% 677

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

High Net Worth Advisory Group's SIRI Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of SiriusXM (SIRI) in Q1 2023, closing a stake of 16 shares — an estimated $934 sold.

High Net Worth Advisory Group first reported a position in SIRI in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 639 funds tracked by Wall St. Rank hold SIRI as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining SiriusXM position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 16 SiriusXM shares in Q1 2023, an estimated $934.
  • High Net Worth Advisory Group first reported a position in SiriusXM in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's SiriusXM position peaked at $1K in Q3 2022.
  • 639 funds tracked by Wall St. Rank held SiriusXM as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.