Investment Partners’s SiriusXM SIRI Stock Holding History

Investment 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
2022 Q4	–	Sell	-4,135	Closed	-$236K	–	226
2022 Q3	$236K	Buy	+4,135	New	+$260K	0.07%	232
2022 Q1	–	Sell	-3,641	Closed	-$231K	–	170
2021 Q4	$231K	Buy	3,641 +10	+0.3%	+$625	0.09%	156
2021 Q3	$221K	Hold	3,631	–	–	0.1%	152
2021 Q2	$237K	Hold	3,631	–	–	0.11%	152
2021 Q1	$221K	Hold	3,631	–	–	0.11%	150
2020 Q4	$231K	Hold	3,631	–	–	0.12%	132
2020 Q3	$195K	Hold	3,631	–	–	0.12%	128
2020 Q2	$213K	Hold	3,631	–	–	0.13%	125
2020 Q1	$179K	Hold	3,631	–	–	0.13%	119
2019 Q4	$260K	Hold	3,631	–	–	0.18%	125
2019 Q3	$227K	Hold	3,631	–	–	0.17%	129
2019 Q2	$203K	Buy	+3,631	New	+$207K	0.15%	143
2016 Q4	–	Sell	-4,222	Closed	-$176K	–	164
2016 Q3	$176K	Buy	+4,222	New	+$176K	0.1%	170
2016 Q2	–	Sell	-4,222	Closed	-$172K	–	154
2016 Q1	$172K	Buy	+4,222	New	+$158K	0.11%	161
2015 Q1	–	Sell	-1,305	Closed	-$47K	–	154
2014 Q4	$47K	Buy	+1,305	New	+$44.9K	0.05%	95

Other funds holding SIRI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Bank of New York Mellon

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