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MPS Loria Financial Planners’s SiriusXM SIRI Stock Holding History

MPS Loria Financial Planners’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
-47
Closed -$2K – 485
2021
Q1 		$2K Hold
47
– – ﹤0.01% 454
2020
Q4 		$3K Hold
47
– – ﹤0.01% 427
2020
Q3 		$3K Hold
47
– – ﹤0.01% 291
2020
Q2 		$3K Buy
+47
New +$2.63K ﹤0.01% 302
2017
Q3 		– Sell
-47
Closed -$3K – 284
2017
Q2 		$3K Buy
+47
New +$2.4K ﹤0.01% 343

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

MPS Loria Financial Planners's SIRI Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of SiriusXM (SIRI) in Q2 2021, closing a stake of 47 shares — an estimated $2K sold.

MPS Loria Financial Planners first reported a position in SIRI in Q2 2017 and held it in 5 quarters. The position peaked at $3K in Q4 2020. 607 funds tracked by Wall St. Rank hold SIRI as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining SiriusXM position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 47 SiriusXM shares in Q2 2021, an estimated $2K.
  • MPS Loria Financial Planners first reported a position in SiriusXM in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's SiriusXM position peaked at $3K in Q4 2020.
  • 607 funds tracked by Wall St. Rank held SiriusXM as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.