Lumature Wealth Partners’s SiriusXM SIRI Stock Holding History

Lumature Wealth Partners’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
2023 Q2	–	Sell	-3	Closed	-$99	–	401
2023 Q1	$99	Buy	+3	New	+$144	﹤0.01%	385

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lumature Wealth Partners's SIRI Position: Q2 2023 in Review

Lumature Wealth Partners sold out of SiriusXM (SIRI) in Q2 2023, closing a stake of 3 shares — an estimated $99 sold.

Lumature Wealth Partners first reported a position in SIRI in Q1 2023 and held it in 1 quarter. The position peaked at $99 in Q1 2023. 608 funds tracked by Wall St. Rank hold SIRI as of Q2 2023.

Lumature Wealth Partners reported no remaining SiriusXM position as of Q2 2023 after selling out during the quarter.
Lumature Wealth Partners sold 3 SiriusXM shares in Q2 2023, an estimated $99.
Lumature Wealth Partners first reported a position in SiriusXM in Q1 2023 and held it in 1 quarter.
Lumature Wealth Partners's SiriusXM position peaked at $99 in Q1 2023.
608 funds tracked by Wall St. Rank held SiriusXM as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.