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Lighthouse Financial Advisors’s SiriusXM SIRI Stock Holding History

Lighthouse Financial 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
2020
Q1 		– Sell
-20
Closed -$1K – 238
2019
Q4 		$1K Buy
+20
New +$1.35K ﹤0.01% 265

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Lighthouse Financial Advisors's SIRI Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of SiriusXM (SIRI) in Q1 2020, closing a stake of 20 shares — an estimated $1K sold.

Lighthouse Financial Advisors first reported a position in SIRI in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 630 funds tracked by Wall St. Rank hold SIRI as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining SiriusXM position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 20 SiriusXM shares in Q1 2020, an estimated $1K.
  • Lighthouse Financial Advisors first reported a position in SiriusXM in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's SiriusXM position peaked at $1K in Q4 2019.
  • 630 funds tracked by Wall St. Rank held SiriusXM as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.