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Northwest Wealth Management’s SiriusXM SIRI Stock Holding History

Northwest 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
2019
Q2 		– Sell
-120
Closed -$7K – 402
2019
Q1 		$7K Hold
120
– – 0.01% 380
2018
Q4 		$7K Hold
120
– – 0.01% 360
2018
Q3 		$8K Hold
120
– – 0.01% 379
2018
Q2 		$8K Hold
120
– – 0.01% 365
2018
Q1 		$7K Buy
+120
New +$7.21K 0.01% 388

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Northwest Wealth Management's SIRI Position: Q2 2019 in Review

Northwest Wealth Management sold out of SiriusXM (SIRI) in Q2 2019, closing a stake of 120 shares — an estimated $7K sold.

Northwest Wealth Management first reported a position in SIRI in Q1 2018 and held it in 5 quarters. The position peaked at $8K in Q3 2018. 609 funds tracked by Wall St. Rank hold SIRI as of Q2 2019.

  • Northwest Wealth Management reported no remaining SiriusXM position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 120 SiriusXM shares in Q2 2019, an estimated $7K.
  • Northwest Wealth Management first reported a position in SiriusXM in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's SiriusXM position peaked at $8K in Q3 2018.
  • 609 funds tracked by Wall St. Rank held SiriusXM as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.