Lenox Wealth Advisors’s SiriusXM SIRI Stock Holding History

Lenox Wealth 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
2022 Q1	–	Sell	-14	Closed	-$1K	–	963
2021 Q4	$1K	Buy	+14	New	+$876	﹤0.01%	904
2018 Q1	–	Sell	-500	Closed	-$27K	–	561
2017 Q4	$27K	Buy	+500	New	+$27.6K	0.01%	129

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Lenox Wealth Advisors's SIRI Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of SiriusXM (SIRI) in Q1 2022, closing a stake of 14 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in SIRI in Q4 2017 and held it in 2 quarters. The position peaked at $27K in Q4 2017. 636 funds tracked by Wall St. Rank hold SIRI as of Q1 2022.

Lenox Wealth Advisors reported no remaining SiriusXM position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 14 SiriusXM shares in Q1 2022, an estimated $1K.
Lenox Wealth Advisors first reported a position in SiriusXM in Q4 2017 and held it in 2 quarters.
Lenox Wealth Advisors's SiriusXM position peaked at $27K in Q4 2017.
636 funds tracked by Wall St. Rank held SiriusXM as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.