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Lyell Wealth Management’s SiriusXM SIRI Stock Holding History

Lyell 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
Q2 		– Sell
-1,067
Closed -$65K – 192
2021
Q1 		$65K Sell
1,067
-570
-35% -$34.7K 0.01% 171
2020
Q4 		$104K Hold
1,637
– – 0.02% 158
2020
Q3 		$88K Buy
+1,637
New +$93.9K 0.02% 135

Other funds holding SIRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lyell Wealth Management's SIRI Position: Q2 2021 in Review

Lyell Wealth Management sold out of SiriusXM (SIRI) in Q2 2021, closing a stake of 1,067 shares — an estimated $65K sold.

Lyell Wealth Management first reported a position in SIRI in Q3 2020 and held it in 3 quarters. The position peaked at $104K in Q4 2020. 607 funds tracked by Wall St. Rank hold SIRI as of Q2 2021.

  • Lyell Wealth Management reported no remaining SiriusXM position as of Q2 2021 after selling out during the quarter.
  • Lyell Wealth Management sold 1,067 SiriusXM shares in Q2 2021, an estimated $65K.
  • Lyell Wealth Management first reported a position in SiriusXM in Q3 2020 and held it in 3 quarters.
  • Lyell Wealth Management's SiriusXM position peaked at $104K in Q4 2020.
  • 607 funds tracked by Wall St. Rank held SiriusXM as of Q2 2021.

Based on Lyell Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.