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MinichMacGregor Wealth Management’s SiriusXM SIRI Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-1,556
Closed -$90.9K – 552
2022
Q4 		$90.9K Buy
1,556
+1
+0.1% +$61 0.03% 119
2022
Q3 		$88K Buy
1,555
+1
+0.1% +$63 0.04% 76
2022
Q2 		$95K Buy
1,554
+1
+0.1% +$62 0.04% 75
2022
Q1 		$102K Buy
1,553
+1
+0.1% +$63 0.03% 88
2021
Q4 		$98K Hold
1,552
– – 0.03% 86
2021
Q3 		$94K Buy
1,552
+1
+0.1% +$63 0.03% 79
2021
Q2 		$101K Sell
1,551
-47
-3% -$2.95K 0.04% 76
2021
Q1 		$97K Sell
1,598
-649
-29% -$39.6K 0.04% 79
2020
Q4 		$143K Hold
2,247
– – 0.06% 76
2020
Q3 		$120K Buy
2,247
+1
+0% +$57 0.06% 62
2020
Q2 		$131K Buy
+2,246
New +$126K 0.07% 59
2020
Q1 		– Sell
-2,245
Closed -$160K – 115
2019
Q4 		$160K Hold
2,245
– – 0.09% 51
2019
Q3 		$140K Buy
2,245
+1
+0% +$61 0.09% 49
2019
Q2 		$128K Hold
2,244
– – 0.09% 46
2019
Q1 		$129K Buy
+2,244
New +$134K 0.1% 46
2018
Q4 		– Sell
-2,243
Closed -$141K – 451
2018
Q3 		$141K Buy
2,243
+48
+2% +$3.34K 0.09% 58
2018
Q2 		$149K Hold
2,195
– – 0.11% 54
2018
Q1 		$136K Buy
2,195
+1
+0% +$60 0.11% 54
2017
Q4 		$117K Hold
2,194
– – 0.09% 62
2017
Q3 		$121K Hold
2,194
– – 0.1% 56
2017
Q2 		$119K Buy
2,194
+1
+0% +$51 0.1% 55
2017
Q1 		$112K Sell
2,193
-30
-1% -$1.48K 0.1% 57
2016
Q4 		$98K Hold
2,223
– – 0.09% 67
2016
Q3 		$92K Hold
2,223
– – 0.09% 73
2016
Q2 		$87K Hold
2,223
– – 0.08% 74
2016
Q1 		$87K Sell
2,223
-140
-6% -$5.23K 0.08% 74
2015
Q4 		$91K Buy
+2,363
New +$95.5K 0.08% 64

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MinichMacGregor Wealth Management's SIRI Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of SiriusXM (SIRI) in Q1 2023, closing a stake of 1,556 shares — an estimated $90.9K sold.

MinichMacGregor Wealth Management first reported a position in SIRI in Q4 2015 and held it in 27 quarters. The position peaked at $160K in Q4 2019. 638 funds tracked by Wall St. Rank hold SIRI as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining SiriusXM position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 1,556 SiriusXM shares in Q1 2023, an estimated $90.9K.
  • MinichMacGregor Wealth Management first reported a position in SiriusXM in Q4 2015 and held it in 27 quarters.
  • MinichMacGregor Wealth Management's SiriusXM position peaked at $160K in Q4 2019.
  • 638 funds tracked by Wall St. Rank held SiriusXM as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.