KCM Investment Advisors’s SiriusXM SIRI Stock Holding History

KCM Investment 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
2023 Q2	–	Sell	-8,096	Closed	-$321K	–	407
2023 Q1	$321K	Buy	+8,096	New	+$388K	0.01%	330
2020 Q3	–	Sell	-15,390	Closed	-$903K	–	335
2020 Q2	$903K	Buy	+15,390	New	+$862K	0.05%	183
2015 Q4	–	Sell	-15,148	Closed	-$567K	–	528
2015 Q3	$567K	Hold	15,148	–	–	0.05%	315
2015 Q2	$565K	Hold	15,148	–	–	0.04%	330
2015 Q1	$579K	Hold	15,148	–	–	0.05%	324
2014 Q4	$530K	Buy	15,148 +3,220	+27%	+$111K	0.04%	331
2014 Q3	$416K	Hold	11,928	–	–	0.04%	351
2014 Q2	$413K	Hold	11,928	–	–	0.04%	351
2014 Q1	$382K	Hold	11,928	–	–	0.04%	334
2013 Q4	$416K	Sell	11,928 -350	-3%	-$13.1K	0.05%	310
2013 Q3	$476K	Hold	12,278	–	–	0.06%	289
2013 Q2	$411K	Buy	+12,278	New	+$404K	0.05%	315

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 $3.38T AUM 44.17% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

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

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

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

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

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

KCM Investment Advisors's SIRI Position: Q2 2023 in Review

KCM Investment Advisors sold out of SiriusXM (SIRI) in Q2 2023, closing a stake of 8,096 shares — an estimated $321K sold.

KCM Investment Advisors first reported a position in SIRI in Q2 2013 and held it in 12 quarters. The position peaked at $903K in Q2 2020. 609 funds tracked by Wall St. Rank hold SIRI as of Q2 2023.

KCM Investment Advisors reported no remaining SiriusXM position as of Q2 2023 after selling out during the quarter.
KCM Investment Advisors sold 8,096 SiriusXM shares in Q2 2023, an estimated $321K.
KCM Investment Advisors first reported a position in SiriusXM in Q2 2013 and held it in 12 quarters.
KCM Investment Advisors's SiriusXM position peaked at $903K in Q2 2020.
609 funds tracked by Wall St. Rank held SiriusXM as of Q2 2023.

Based on KCM Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.