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Next Financial Group’s SiriusXM SIRI Stock Holding History

Next Financial Group’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
Q4 		$11K Buy
177
+47
+36% +$2.94K ﹤0.01% 2159
2021
Q3 		$8K Hold
130
– – ﹤0.01% 2106
2021
Q2 		$9K Sell
130
-11
-8% -$690 ﹤0.01% 2031
2021
Q1 		$9K Sell
141
-5,066
-97% -$309K ﹤0.01% 1921
2020
Q4 		$332K Buy
5,207
+5,047
+3,154% +$310K 0.03% 526
2020
Q3 		$8K Buy
+160
New +$9.18K ﹤0.01% 1697
2020
Q2 		– Sell
-887
Closed -$44K – 1675
2020
Q1 		$44K Sell
887
-2,397
-73% -$157K 0.01% 1029
2019
Q4 		$235K Sell
3,284
-175
-5% -$11.8K 0.02% 640
2019
Q3 		$217K Buy
3,459
+2,546
+279% +$157K 0.02% 642
2019
Q2 		$51K Buy
913
+883
+2,943% +$50.2K 0.01% 1158
2019
Q1 		$2K Sell
30
-836
-97% -$49.8K ﹤0.01% 1487
2018
Q4 		$49K Buy
866
+836
+2,787% +$50.8K 0.01% 807
2018
Q3 		$2K Buy
+30
New +$2.09K ﹤0.01% 1328
2017
Q4 		– Sell
-142
Closed -$8K – 1220
2017
Q3 		$8K Sell
142
-279
-66% -$15.4K ﹤0.01% 1300
2017
Q2 		$23K Hold
421
– – 0.01% 1030
2017
Q1 		$21K Sell
421
-56
-12% -$2.75K 0.01% 1038
2016
Q4 		$21K Sell
477
-320
-40% -$13.9K ﹤0.01% 1358
2016
Q3 		$33K Buy
797
+87
+12% +$3.63K 0.01% 1129
2016
Q2 		$28K Sell
710
-900
-56% -$35.4K 0.01% 847
2016
Q1 		$63K Sell
1,610
-520
-24% -$19.4K 0.02% 551
2015
Q4 		$86K Buy
2,130
+860
+68% +$34.8K 0.03% 464
2015
Q3 		$47K Buy
1,270
+42
+3% +$1.61K 0.02% 649
2015
Q2 		$45K Sell
1,228
-142
-10% -$5.5K 0.02% 704
2015
Q1 		$52K Sell
1,370
-1,130
-45% -$42.4K 0.02% 648
2014
Q4 		$88K Sell
2,500
-3,997
-62% -$138K 0.03% 500
2014
Q3 		$227K Buy
+6,497
New +$227K 0.05% 420

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Next Financial Group's SIRI Position: Q4 2021 in Review

Next Financial Group increased its SiriusXM (SIRI) stake by 36% in Q4 2021, buying an estimated $2.94K and bringing the position to 177 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

Next Financial Group first reported a position in SIRI in Q3 2014 and has held it in 26 quarters since. The position peaked at $332K in Q4 2020. 641 funds tracked by Wall St. Rank hold SIRI as of Q4 2021.

  • Next Financial Group held 177 shares of SiriusXM worth $11K as of Q4 2021.
  • Next Financial Group bought 47 SiriusXM shares in Q4 2021, an estimated $2.94K.
  • SiriusXM made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2159 holding.
  • Next Financial Group first reported a position in SiriusXM in Q3 2014 and has held it in 26 quarters since.
  • Next Financial Group's SiriusXM position peaked at $332K in Q4 2020.
  • 641 funds tracked by Wall St. Rank held SiriusXM as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.