Liberty Wealth Management’s SiriusXM SIRI Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-779	Closed	-$48K	–	943
2021 Q3	$48K	Buy	779 +28	+4%	+$1.76K	0.02%	436
2021 Q2	$49K	Buy	751 +4	+0.5%	+$251	0.02%	319
2021 Q1	$46K	Hold	747	–	–	0.02%	295
2020 Q4	$46K	Buy	747 +1	+0.1%	+$61	0.02%	292
2020 Q3	$40K	Buy	746 +29	+4%	+$1.66K	0.02%	267
2020 Q2	$42K	Buy	717 +1	+0.1%	+$56	0.03%	248
2020 Q1	$35K	Buy	716 +2	+0.3%	+$131	0.03%	258
2019 Q4	$51K	Buy	714 +1	+0.1%	+$67	0.04%	243
2019 Q3	$45K	Buy	713 +2	+0.3%	+$123	0.04%	246
2019 Q2	$40K	Sell	711 -155	-18%	-$8.82K	0.04%	283
2019 Q1	$49K	Buy	866 +2	+0.2%	+$119	0.04%	206
2018 Q4	$49K	Buy	+864	New	+$52.5K	0.04%	190

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Liberty Wealth Management's SIRI Position: Q4 2021 in Review

Liberty Wealth Management sold out of SiriusXM (SIRI) in Q4 2021, closing a stake of 779 shares — an estimated $48K sold.

Liberty Wealth Management first reported a position in SIRI in Q4 2018 and held it in 12 quarters. The position peaked at $51K in Q4 2019. 641 funds tracked by Wall St. Rank hold SIRI as of Q4 2021.

Liberty Wealth Management reported no remaining SiriusXM position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 779 SiriusXM shares in Q4 2021, an estimated $48K.
Liberty Wealth Management first reported a position in SiriusXM in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's SiriusXM position peaked at $51K in Q4 2019.
641 funds tracked by Wall St. Rank held SiriusXM as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.