One Wealth Advisors’s SiriusXM SIRI Stock Holding History

One Wealth Advisors’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	-46	Closed	-$3K	–	417
2019 Q1	$3K	Buy	+46	New	+$2.74K	﹤0.01%	447
2018 Q4	–	Sell	-46	Closed	-$3K	–	411
2018 Q3	$3K	Hold	46	–	–	﹤0.01%	478
2018 Q2	$3K	Hold	46	–	–	﹤0.01%	481
2018 Q1	$3K	Buy	46 +1	+2%	+$60	﹤0.01%	447
2017 Q4	$2K	Buy	+45	New	+$2.49K	﹤0.01%	524

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

One Wealth Advisors's SIRI Position: Q2 2019 in Review

One Wealth Advisors sold out of SiriusXM (SIRI) in Q2 2019, closing a stake of 46 shares — an estimated $3K sold.

One Wealth Advisors first reported a position in SIRI in Q4 2017 and held it in 5 quarters. The position peaked at $3K in Q1 2019. 609 funds tracked by Wall St. Rank hold SIRI as of Q2 2019.

One Wealth Advisors reported no remaining SiriusXM position as of Q2 2019 after selling out during the quarter.
One Wealth Advisors sold 46 SiriusXM shares in Q2 2019, an estimated $3K.
One Wealth Advisors first reported a position in SiriusXM in Q4 2017 and held it in 5 quarters.
One Wealth Advisors's SiriusXM position peaked at $3K in Q1 2019.
609 funds tracked by Wall St. Rank held SiriusXM as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.