NEIRG Wealth Management’s SiriusXM SIRI Stock Holding History

NEIRG 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	-1,022	Closed	-$59.7K	–	152
2022 Q4	$59.7K	Buy	1,022 +1	+0.1%	+$61	0.01%	137
2022 Q3	$58K	Sell	1,021 -5	-0.5%	-$314	0.01%	139
2022 Q2	$63K	Sell	1,026 -26	-2%	-$1.61K	0.01%	134
2022 Q1	$70K	Buy	+1,052	New	+$66.2K	0.01%	137

Other funds holding SIRI

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

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

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

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

NEIRG Wealth Management sold out of SiriusXM (SIRI) in Q1 2023, closing a stake of 1,022 shares — an estimated $59.7K sold.

NEIRG Wealth Management first reported a position in SIRI in Q1 2022 and held it in 4 quarters. The position peaked at $70K in Q1 2022. 639 funds tracked by Wall St. Rank hold SIRI as of Q1 2023.

NEIRG Wealth Management reported no remaining SiriusXM position as of Q1 2023 after selling out during the quarter.
NEIRG Wealth Management sold 1,022 SiriusXM shares in Q1 2023, an estimated $59.7K.
NEIRG Wealth Management first reported a position in SiriusXM in Q1 2022 and held it in 4 quarters.
NEIRG Wealth Management's SiriusXM position peaked at $70K in Q1 2022.
639 funds tracked by Wall St. Rank held SiriusXM as of Q1 2023.

Based on NEIRG Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.