Meridian Wealth Management’s SiriusXM SIRI Stock Holding History

Meridian 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
2019 Q4	–	Sell	-1,056	Closed	-$66K	–	215
2019 Q3	$66K	Hold	1,056	–	–	0.03%	199
2019 Q2	$58.9K	Sell	1,056 -7	-0.7%	-$398	0.02%	347
2019 Q1	$60K	Hold	1,063	–	–	0.03%	192
2018 Q4	$61K	Sell	1,063 -200	-16%	-$12.2K	0.04%	156
2018 Q3	$80K	Sell	1,263 -276	-18%	-$19.2K	0.03%	169
2018 Q2	$104K	Buy	1,539 +176	+13%	+$11.9K	0.05%	180
2018 Q1	$85K	Sell	1,363 -387	-22%	-$23.2K	0.04%	176
2017 Q4	$96K	Hold	1,750	–	–	0.06%	167
2017 Q3	$97K	Buy	1,750 +10	+0.6%	+$553	0.06%	163
2017 Q2	$95K	Hold	1,740	–	–	0.06%	163
2017 Q1	$90K	Sell	1,740 -48	-3%	-$2.36K	0.05%	161
2016 Q4	$80K	Buy	+1,788	New	+$77.8K	0.06%	126

Other funds holding SIRI

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

DCP

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

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Meridian Wealth Management's SIRI Position: Q4 2019 in Review

Meridian Wealth Management sold out of SiriusXM (SIRI) in Q4 2019, closing a stake of 1,056 shares — an estimated $66K sold.

Meridian Wealth Management first reported a position in SIRI in Q4 2016 and held it in 12 quarters. The position peaked at $104K in Q2 2018. 634 funds tracked by Wall St. Rank hold SIRI as of Q4 2019.

Meridian Wealth Management reported no remaining SiriusXM position as of Q4 2019 after selling out during the quarter.
Meridian Wealth Management sold 1,056 SiriusXM shares in Q4 2019, an estimated $66K.
Meridian Wealth Management first reported a position in SiriusXM in Q4 2016 and held it in 12 quarters.
Meridian Wealth Management's SiriusXM position peaked at $104K in Q2 2018.
634 funds tracked by Wall St. Rank held SiriusXM as of Q4 2019.

Based on Meridian Wealth Management's 13F filing for Q4 2019, filed 9 Jan 2020.