Lowe Wealth Advisors’s SiriusXM SIRI Stock Holding History

Lowe 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 Q4	–	Sell	-110	Closed	-$6K	–	363
2022 Q3	$6K	Hold	110	–	–	﹤0.01%	233
2022 Q2	$7K	Hold	110	–	–	﹤0.01%	213
2022 Q1	$7K	Hold	110	–	–	﹤0.01%	227
2021 Q4	$7K	Buy	+110	New	+$6.88K	﹤0.01%	211

Other funds holding SIRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lowe Wealth Advisors's SIRI Position: Q4 2022 in Review

Lowe Wealth Advisors sold out of SiriusXM (SIRI) in Q4 2022, closing a stake of 110 shares — an estimated $6K sold.

Lowe Wealth Advisors first reported a position in SIRI in Q4 2021 and held it in 4 quarters. The position peaked at $7K in Q2 2022. 666 funds tracked by Wall St. Rank hold SIRI as of Q4 2022.

Lowe Wealth Advisors reported no remaining SiriusXM position as of Q4 2022 after selling out during the quarter.
Lowe Wealth Advisors sold 110 SiriusXM shares in Q4 2022, an estimated $6K.
Lowe Wealth Advisors first reported a position in SiriusXM in Q4 2021 and held it in 4 quarters.
Lowe Wealth Advisors's SiriusXM position peaked at $7K in Q2 2022.
666 funds tracked by Wall St. Rank held SiriusXM as of Q4 2022.

Based on Lowe Wealth Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.