Martel Wealth Advisors’s SiriusXM SIRI Stock Holding History

Martel 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
2020 Q3	–	Sell	-4,010	Closed	-$235K	–	42
2020 Q2	$235K	Hold	4,010	–	–	0.08%	40
2020 Q1	$198K	Hold	4,010	–	–	0.08%	39
2019 Q4	$287K	Hold	4,010	–	–	0.1%	36
2019 Q3	$251K	Hold	4,010	–	–	0.09%	35
2019 Q2	$224K	Hold	4,010	–	–	0.08%	36
2019 Q1	$227K	Hold	4,010	–	–	0.09%	37
2018 Q4	$229K	Hold	4,010	–	–	0.09%	38
2018 Q3	$253K	Buy	+4,010	New	+$279K	0.1%	33

Other funds holding SIRI

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

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Martel Wealth Advisors's SIRI Position: Q3 2020 in Review

Martel Wealth Advisors sold out of SiriusXM (SIRI) in Q3 2020, closing a stake of 4,010 shares — an estimated $235K sold.

Martel Wealth Advisors first reported a position in SIRI in Q3 2018 and held it in 8 quarters. The position peaked at $287K in Q4 2019. 637 funds tracked by Wall St. Rank hold SIRI as of Q3 2020.

Martel Wealth Advisors reported no remaining SiriusXM position as of Q3 2020 after selling out during the quarter.
Martel Wealth Advisors sold 4,010 SiriusXM shares in Q3 2020, an estimated $235K.
Martel Wealth Advisors first reported a position in SiriusXM in Q3 2018 and held it in 8 quarters.
Martel Wealth Advisors's SiriusXM position peaked at $287K in Q4 2019.
637 funds tracked by Wall St. Rank held SiriusXM as of Q3 2020.

Based on Martel Wealth Advisors's 13F filing for Q3 2020, filed 18 Oct 2024.