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Personal Wealth Partners’s SiriusXM SIRI Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-151
Closed -$11K – 516
2019
Q4 		$11K Hold
151
– – ﹤0.01% 230
2019
Q3 		$9K Hold
151
– – ﹤0.01% 246
2019
Q2 		$8K Buy
+151
New +$8.59K ﹤0.01% 228

Other funds holding SIRI

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Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Personal Wealth Partners's SIRI Position: Q1 2020 in Review

Personal Wealth Partners sold out of SiriusXM (SIRI) in Q1 2020, closing a stake of 151 shares — an estimated $11K sold.

Personal Wealth Partners first reported a position in SIRI in Q2 2019 and held it in 3 quarters. The position peaked at $11K in Q4 2019. 630 funds tracked by Wall St. Rank hold SIRI as of Q1 2020.

  • Personal Wealth Partners reported no remaining SiriusXM position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 151 SiriusXM shares in Q1 2020, an estimated $11K.
  • Personal Wealth Partners first reported a position in SiriusXM in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's SiriusXM position peaked at $11K in Q4 2019.
  • 630 funds tracked by Wall St. Rank held SiriusXM as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.