Joseph P. Lucia & Associates’s SiriusXM SIRI Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-220	Closed	-$13K	–	389
2022 Q2	$13K	Hold	220	–	–	0.01%	295
2022 Q1	$15K	Buy	+220	New	+$13.8K	0.01%	294
2021 Q4	–	Sell	-224	Closed	-$14K	–	476
2021 Q3	$14K	Hold	224	–	–	0.01%	349
2021 Q2	$15K	Hold	224	–	–	0.01%	349
2021 Q1	$14K	Hold	224	–	–	0.01%	332
2020 Q4	$14K	Buy	+224	New	+$13.8K	0.01%	305
2020 Q3	–	Sell	-235	Closed	-$14K	–	394
2020 Q2	$14K	Hold	235	–	–	0.01%	282
2020 Q1	$12K	Buy	235 +5	+2%	+$327	0.01%	274
2019 Q4	$16K	Buy	230 +5	+2%	+$337	0.01%	268
2019 Q3	$14K	Sell	225 -1,527	-87%	-$93.9K	0.01%	282
2019 Q2	$98K	Buy	1,752 +466	+36%	+$26.5K	0.1%	122
2019 Q1	$2.15K	Buy	+1,286	New	+$76.7K	0.16%	84

Other funds holding SIRI

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Joseph P. Lucia & Associates's SIRI Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of SiriusXM (SIRI) in Q3 2022, closing a stake of 220 shares — an estimated $13K sold.

Joseph P. Lucia & Associates first reported a position in SIRI in Q1 2019 and held it in 12 quarters. The position peaked at $98K in Q2 2019. 634 funds tracked by Wall St. Rank hold SIRI as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining SiriusXM position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 220 SiriusXM shares in Q3 2022, an estimated $13K.
Joseph P. Lucia & Associates first reported a position in SiriusXM in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's SiriusXM position peaked at $98K in Q2 2019.
634 funds tracked by Wall St. Rank held SiriusXM as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.