Icon Wealth Partners’s SiriusXM SIRI Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-204	Closed	-$12K	–	658
2019 Q1	$12K	Buy	+204	New	+$12.2K	﹤0.01%	646
2018 Q3	–	Sell	-209	Closed	-$14K	–	644
2018 Q2	$14K	Buy	+209	New	+$14.1K	0.01%	651
2018 Q1	–	Sell	-260	Closed	-$14K	–	643
2017 Q4	$14K	Buy	+260	New	+$14.4K	0.01%	668

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Icon Wealth Partners's SIRI Position: Q2 2019 in Review

Icon Wealth Partners sold out of SiriusXM (SIRI) in Q2 2019, closing a stake of 204 shares — an estimated $12K sold.

Icon Wealth Partners first reported a position in SIRI in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q2 2018. 609 funds tracked by Wall St. Rank hold SIRI as of Q2 2019.

Icon Wealth Partners reported no remaining SiriusXM position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 204 SiriusXM shares in Q2 2019, an estimated $12K.
Icon Wealth Partners first reported a position in SiriusXM in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's SiriusXM position peaked at $14K in Q2 2018.
609 funds tracked by Wall St. Rank held SiriusXM as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.