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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Investment Partners's SIRI Position: Q4 2022 in Review

Investment Partners sold out of SiriusXM (SIRI) in Q4 2022, closing a stake of 4,135 shares — an estimated $236K sold.

Investment Partners first reported a position in SIRI in Q4 2014 and held it in 15 quarters. The position peaked at $260K in Q4 2019. 666 funds tracked by Wall St. Rank hold SIRI as of Q4 2022.

Investment Partners reported no remaining SiriusXM position as of Q4 2022 after selling out during the quarter.
Investment Partners sold 4,135 SiriusXM shares in Q4 2022, an estimated $236K.
Investment Partners first reported a position in SiriusXM in Q4 2014 and held it in 15 quarters.
Investment Partners's SiriusXM position peaked at $260K in Q4 2019.
666 funds tracked by Wall St. Rank held SiriusXM as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.