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Institute for Wealth Management’s SiriusXM SIRI Stock Holding History

Institute for Wealth Management’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
Q3 		– Sell
-1,244
Closed -$69K – 463
2019
Q2 		$69K Buy
1,244
+115
+10% +$6.54K 0.02% 463
2019
Q1 		$64K Buy
1,129
+29
+3% +$1.73K 0.01% 442
2018
Q4 		$63K Buy
+1,100
New +$66.9K 0.03% 262

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Institute for Wealth Management's SIRI Position: Q3 2019 in Review

Institute for Wealth Management sold out of SiriusXM (SIRI) in Q3 2019, closing a stake of 1,244 shares — an estimated $69K sold.

Institute for Wealth Management first reported a position in SIRI in Q4 2018 and held it in 3 quarters. The position peaked at $69K in Q2 2019. 587 funds tracked by Wall St. Rank hold SIRI as of Q3 2019.

  • Institute for Wealth Management reported no remaining SiriusXM position as of Q3 2019 after selling out during the quarter.
  • Institute for Wealth Management sold 1,244 SiriusXM shares in Q3 2019, an estimated $69K.
  • Institute for Wealth Management first reported a position in SiriusXM in Q4 2018 and held it in 3 quarters.
  • Institute for Wealth Management's SiriusXM position peaked at $69K in Q2 2019.
  • 587 funds tracked by Wall St. Rank held SiriusXM as of Q3 2019.

Based on Institute for Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.