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JOYN Advisors’s SiriusXM SIRI Stock Holding History

JOYN Advisors’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
Q1 		– Sell
-737
Closed -$42K – 1181
2018
Q4 		$42K Sell
737
-1,334
-64% -$81.1K 0.01% 406
2018
Q3 		$131K Sell
2,071
-259
-11% -$18K 0.02% 181
2018
Q2 		$158K Sell
2,330
-1,469
-39% -$99.2K 0.03% 160
2018
Q1 		$237K Sell
3,799
-2,799
-42% -$168K 0.05% 115
2017
Q4 		$354K Buy
+6,598
New +$364K 0.08% 113

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JOYN Advisors's SIRI Position: Q1 2019 in Review

JOYN Advisors sold out of SiriusXM (SIRI) in Q1 2019, closing a stake of 737 shares — an estimated $42K sold.

JOYN Advisors first reported a position in SIRI in Q4 2017 and held it in 5 quarters. The position peaked at $354K in Q4 2017. 648 funds tracked by Wall St. Rank hold SIRI as of Q1 2019.

  • JOYN Advisors reported no remaining SiriusXM position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 737 SiriusXM shares in Q1 2019, an estimated $42K.
  • JOYN Advisors first reported a position in SiriusXM in Q4 2017 and held it in 5 quarters.
  • JOYN Advisors's SiriusXM position peaked at $354K in Q4 2017.
  • 648 funds tracked by Wall St. Rank held SiriusXM as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.