Lloyd Advisory Services’s SiriusXM SIRI Stock Holding History

Lloyd Advisory Services’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	-34	Closed	-$2K	–	455
2021 Q3	$2K	Buy	34 +2	+6%	+$126	﹤0.01%	351
2021 Q2	$2K	Hold	32	–	–	﹤0.01%	359
2021 Q1	$2K	Buy	32 +6	+23%	+$366	﹤0.01%	339
2020 Q4	$2K	Sell	26 -12	-32%	-$737	﹤0.01%	317
2020 Q3	$2K	Sell	38 -28	-42%	-$1.61K	﹤0.01%	290
2020 Q2	$4K	Buy	+66	New	+$3.7K	﹤0.01%	234

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

Lloyd Advisory Services's SIRI Position: Q4 2021 in Review

Lloyd Advisory Services sold out of SiriusXM (SIRI) in Q4 2021, closing a stake of 34 shares — an estimated $2K sold.

Lloyd Advisory Services first reported a position in SIRI in Q2 2020 and held it in 6 quarters. The position peaked at $4K in Q2 2020. 641 funds tracked by Wall St. Rank hold SIRI as of Q4 2021.

Lloyd Advisory Services reported no remaining SiriusXM position as of Q4 2021 after selling out during the quarter.
Lloyd Advisory Services sold 34 SiriusXM shares in Q4 2021, an estimated $2K.
Lloyd Advisory Services first reported a position in SiriusXM in Q2 2020 and held it in 6 quarters.
Lloyd Advisory Services's SiriusXM position peaked at $4K in Q2 2020.
641 funds tracked by Wall St. Rank held SiriusXM as of Q4 2021.

Based on Lloyd Advisory Services's 13F filing for Q4 2021, filed 26 Jan 2022.