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KIA
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
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Northern Trust
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$757B AUM
28.64%
1-Year Est. Return
Bank of New York Mellon
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$544B AUM
28.31%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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