Modera Wealth Management’s SiriusXM SIRI Stock Holding History

Modera 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
2022 Q1	–	Sell	-1,883	Closed	-$120K	–	551
2021 Q4	$120K	Buy	+1,883	New	+$118K	﹤0.01%	584
2014 Q1	–	Sell	-1,130	Closed	-$39K	–	82
2013 Q4	$39K	Hold	1,130	–	–	0.01%	84
2013 Q3	$44K	Hold	1,130	–	–	0.02%	54
2013 Q2	$38K	Buy	+1,130	New	+$37.2K	0.02%	52

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Modera Wealth Management's SIRI Position: Q1 2022 in Review

Modera Wealth Management sold out of SiriusXM (SIRI) in Q1 2022, closing a stake of 1,883 shares — an estimated $120K sold.

Modera Wealth Management first reported a position in SIRI in Q2 2013 and held it in 4 quarters. The position peaked at $120K in Q4 2021. 635 funds tracked by Wall St. Rank hold SIRI as of Q1 2022.

Modera Wealth Management reported no remaining SiriusXM position as of Q1 2022 after selling out during the quarter.
Modera Wealth Management sold 1,883 SiriusXM shares in Q1 2022, an estimated $120K.
Modera Wealth Management first reported a position in SiriusXM in Q2 2013 and held it in 4 quarters.
Modera Wealth Management's SiriusXM position peaked at $120K in Q4 2021.
635 funds tracked by Wall St. Rank held SiriusXM as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.