PWM
SIRI icon

ParenteBeard Wealth Management’s SiriusXM SIRI Stock Holding History

ParenteBeard 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
2014
Q1 		– Sell
-2,558
Closed -$89K – 110
2013
Q4 		$89K Buy
+2,558
New +$95.6K 0.04% 108

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 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
BRC
Blue Ridge Capital New York $215M AUM
SAS
Sarbit Advisory Services Winnipeg, Manitoba, Canada $294M AUM 0.68% 1-Year Est. Return
SCA
SAC Capital Advisors Stamford, Connecticut $19.3B AUM 31.93% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

ParenteBeard Wealth Management's SIRI Position: Q1 2014 in Review

ParenteBeard Wealth Management sold out of SiriusXM (SIRI) in Q1 2014, closing a stake of 2,558 shares — an estimated $89K sold.

ParenteBeard Wealth Management first reported a position in SIRI in Q4 2013 and held it in 1 quarter. The position peaked at $89K in Q4 2013. 472 funds tracked by Wall St. Rank hold SIRI as of Q1 2014.

  • ParenteBeard Wealth Management reported no remaining SiriusXM position as of Q1 2014 after selling out during the quarter.
  • ParenteBeard Wealth Management sold 2,558 SiriusXM shares in Q1 2014, an estimated $89K.
  • ParenteBeard Wealth Management first reported a position in SiriusXM in Q4 2013 and held it in 1 quarter.
  • ParenteBeard Wealth Management's SiriusXM position peaked at $89K in Q4 2013.
  • 472 funds tracked by Wall St. Rank held SiriusXM as of Q1 2014.

Based on ParenteBeard Wealth Management's 13F filing for Q1 2014, filed 23 Apr 2014.