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Omnia Family Wealth’s SiriusXM SIRI Stock Holding History

Omnia Family Wealth’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
-38
Closed -$2K – 451
2019
Q1 		$2K Hold
38
– – ﹤0.01% 486
2018
Q4 		$2K Hold
38
– – ﹤0.01% 442
2018
Q3 		$2K Hold
38
– – ﹤0.01% 482
2018
Q2 		$3K Hold
38
– – ﹤0.01% 373
2018
Q1 		$2K Hold
38
– – ﹤0.01% 478
2017
Q4 		$2K Hold
38
– – ﹤0.01% 491
2017
Q3 		$2K Sell
38
-94
-71% -$5.2K ﹤0.01% 504
2017
Q2 		$7K Hold
132
– – ﹤0.01% 344
2017
Q1 		$7K Hold
132
– – ﹤0.01% 338
2016
Q4 		$6K Buy
+132
New +$5.74K ﹤0.01% 350

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Omnia Family Wealth's SIRI Position: Q2 2019 in Review

Omnia Family Wealth sold out of SiriusXM (SIRI) in Q2 2019, closing a stake of 38 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in SIRI in Q4 2016 and held it in 10 quarters. The position peaked at $7K in Q2 2017. 609 funds tracked by Wall St. Rank hold SIRI as of Q2 2019.

  • Omnia Family Wealth reported no remaining SiriusXM position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 38 SiriusXM shares in Q2 2019, an estimated $2K.
  • Omnia Family Wealth first reported a position in SiriusXM in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's SiriusXM position peaked at $7K in Q2 2017.
  • 609 funds tracked by Wall St. Rank held SiriusXM as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.