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Patriot Financial Group Insurance Agency’s SiriusXM SIRI Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-114
Closed -$7K – 1694
2022
Q2 		$7K Sell
114
-285
-71% -$17.7K ﹤0.01% 1388
2022
Q1 		$26K Sell
399
-92
-19% -$5.79K ﹤0.01% 991
2021
Q4 		$31K Buy
491
+1
+0.2% +$63 0.01% 1049
2021
Q3 		$30K Sell
490
-29
-6% -$1.82K 0.01% 1048
2021
Q2 		$34K Sell
519
-20
-4% -$1.25K 0.01% 976
2021
Q1 		$33K Sell
539
-140
-21% -$8.53K 0.01% 917
2020
Q4 		$43K Buy
679
+100
+17% +$6.14K 0.01% 734
2020
Q3 		$31K Buy
579
+1
+0.2% +$57 0.01% 667
2020
Q2 		$34K Buy
578
+90
+18% +$5.04K 0.01% 600
2020
Q1 		$24K Buy
488
+102
+26% +$6.67K 0.01% 611
2019
Q4 		$28K Sell
386
-50
-11% -$3.37K 0.01% 605
2019
Q3 		$27K Buy
436
+20
+5% +$1.23K 0.01% 568
2019
Q2 		$24K Buy
416
+37
+10% +$2.1K 0.01% 592
2019
Q1 		$21K Buy
379
+1
+0.3% +$60 0.01% 548
2018
Q4 		$22K Sell
378
-699
-65% -$42.5K 0.01% 454
2018
Q3 		$68K Buy
1,077
+67
+7% +$4.66K 0.04% 259
2018
Q2 		$68K Sell
1,010
-125
-11% -$8.44K 0.07% 156
2018
Q1 		$69K Hold
1,135
– – 0.05% 269
2017
Q4 		$61K Hold
1,135
– – 0.05% 267
2017
Q3 		$65K Buy
1,135
+105
+10% +$5.81K 0.06% 222
2017
Q2 		$55K Hold
1,030
– – 0.06% 225
2017
Q1 		$53K Hold
1,030
– – 0.06% 214
2016
Q4 		$47K Buy
+1,030
New +$44.8K 0.06% 229

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SIRI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of SiriusXM (SIRI) in Q3 2022, closing a stake of 114 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in SIRI in Q4 2016 and held it in 23 quarters. The position peaked at $69K in Q1 2018. 634 funds tracked by Wall St. Rank hold SIRI as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining SiriusXM position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 114 SiriusXM shares in Q3 2022, an estimated $7K.
  • Patriot Financial Group Insurance Agency first reported a position in SiriusXM in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's SiriusXM position peaked at $69K in Q1 2018.
  • 634 funds tracked by Wall St. Rank held SiriusXM as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.