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Personal Capital Advisors’s SiriusXM SIRI Stock Holding History

Personal Capital 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
2022
Q4 		$136K Sell
2,324
-310
-12% -$19.1K ﹤0.01% 478
2022
Q3 		$150K Sell
2,634
-132
-5% -$8.3K ﹤0.01% 444
2022
Q2 		$170K Buy
2,766
+1
+0% +$62 ﹤0.01% 433
2022
Q1 		$183K Sell
2,765
-129
-4% -$8.12K ﹤0.01% 480
2021
Q4 		$184K Buy
2,894
+132
+5% +$8.26K ﹤0.01% 531
2021
Q3 		$168K Sell
2,762
-1,025
-27% -$64.4K ﹤0.01% 484
2021
Q2 		$248K Buy
3,787
+235
+7% +$14.7K ﹤0.01% 434
2021
Q1 		$216K Sell
3,552
-266
-7% -$16.2K ﹤0.01% 450
2020
Q4 		$243K Buy
3,818
+401
+12% +$24.6K ﹤0.01% 419
2020
Q3 		$183K Sell
3,417
-66
-2% -$3.79K ﹤0.01% 403
2020
Q2 		$204K Sell
3,483
-263
-7% -$14.7K ﹤0.01% 346
2020
Q1 		$185K Buy
3,746
+260
+7% +$17K ﹤0.01% 332
2019
Q4 		$249K Buy
3,486
+724
+26% +$48.8K ﹤0.01% 358
2019
Q3 		$172K Buy
2,762
+403
+17% +$24.8K ﹤0.01% 356
2019
Q2 		$132K Buy
2,359
+73
+3% +$4.15K ﹤0.01% 320
2019
Q1 		$130K Sell
2,286
-82
-3% -$4.89K ﹤0.01% 322
2018
Q4 		$135K Buy
2,368
+1,286
+119% +$78.2K ﹤0.01% 303
2018
Q3 		$68K Buy
1,082
+24
+2% +$1.67K ﹤0.01% 292
2018
Q2 		$72K Hold
1,058
– – ﹤0.01% 276
2018
Q1 		$66K Buy
+1,058
New +$63.5K ﹤0.01% 260
2017
Q4 		– Sell
-1,167
Closed -$64K – 257
2017
Q3 		$64K Buy
+1,167
New +$64.6K ﹤0.01% 225
2016
Q2 		– Sell
-1,436
Closed -$57K – 173
2016
Q1 		$57K Hold
1,436
– – ﹤0.01% 155
2015
Q4 		$58K Sell
1,436
-547
-28% -$22.1K ﹤0.01% 155
2015
Q3 		$74K Sell
1,983
-212
-10% -$8.12K ﹤0.01% 144
2015
Q2 		$82K Buy
2,195
+1,003
+84% +$38.9K 0.01% 142
2015
Q1 		$46K Buy
+1,192
New +$44.7K ﹤0.01% 137

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 $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $1.89T AUM 35.08% 1-Year Est. Return

Personal Capital Advisors's SIRI Position: Q4 2022 in Review

Personal Capital Advisors reduced its SiriusXM (SIRI) stake by 12% in Q4 2022, selling an estimated $19.1K and leaving 2,324 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Personal Capital Advisors first reported a position in SIRI in Q1 2015 and has held it in 26 quarters since. The position peaked at $249K in Q4 2019. 666 funds tracked by Wall St. Rank hold SIRI as of Q4 2022.

  • Personal Capital Advisors held 2,324 shares of SiriusXM worth $136K as of Q4 2022.
  • Personal Capital Advisors sold 310 SiriusXM shares in Q4 2022, an estimated $19.1K.
  • SiriusXM made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #478 holding.
  • Personal Capital Advisors first reported a position in SiriusXM in Q1 2015 and has held it in 26 quarters since.
  • Personal Capital Advisors's SiriusXM position peaked at $249K in Q4 2019.
  • 666 funds tracked by Wall St. Rank held SiriusXM as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.