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Obermeyer Wealth Partners’s SiriusXM SIRI Stock Holding History

Obermeyer Wealth Partners’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
Q1 		– Sell
-5,500
Closed -$350K – 209
2020
Q4 		$350K Hold
5,500
– – 0.02% 107
2020
Q3 		$295K Hold
5,500
– – 0.02% 114
2020
Q2 		$323K Hold
5,500
– – 0.03% 101
2020
Q1 		$272K Buy
+5,500
New +$360K 0.03% 99

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Obermeyer Wealth Partners's SIRI Position: Q1 2021 in Review

Obermeyer Wealth Partners sold out of SiriusXM (SIRI) in Q1 2021, closing a stake of 5,500 shares — an estimated $350K sold.

Obermeyer Wealth Partners first reported a position in SIRI in Q1 2020 and held it in 4 quarters. The position peaked at $350K in Q4 2020. 626 funds tracked by Wall St. Rank hold SIRI as of Q1 2021.

  • Obermeyer Wealth Partners reported no remaining SiriusXM position as of Q1 2021 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 5,500 SiriusXM shares in Q1 2021, an estimated $350K.
  • Obermeyer Wealth Partners first reported a position in SiriusXM in Q1 2020 and held it in 4 quarters.
  • Obermeyer Wealth Partners's SiriusXM position peaked at $350K in Q4 2020.
  • 626 funds tracked by Wall St. Rank held SiriusXM as of Q1 2021.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2021, filed 10 May 2021.