Jeppson Wealth Management’s SiriusXM SIRI Stock Holding History

Jeppson 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
2020 Q4	–	Sell	-13	Closed	-$1K	–	382
2020 Q3	$1K	Buy	+13	New	+$745	﹤0.01%	503

Other funds holding SIRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 1-Year Est. Return

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jeppson Wealth Management's SIRI Position: Q4 2020 in Review

Jeppson Wealth Management sold out of SiriusXM (SIRI) in Q4 2020, closing a stake of 13 shares — an estimated $1K sold.

Jeppson Wealth Management first reported a position in SIRI in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 660 funds tracked by Wall St. Rank hold SIRI as of Q4 2020.

Jeppson Wealth Management reported no remaining SiriusXM position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 13 SiriusXM shares in Q4 2020, an estimated $1K.
Jeppson Wealth Management first reported a position in SiriusXM in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's SiriusXM position peaked at $1K in Q3 2020.
660 funds tracked by Wall St. Rank held SiriusXM as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.