Phoenix Wealth Advisors’s SiriusXM SIRI Stock Holding History

Phoenix 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
2021 Q3	–	Sell	-25	Closed	-$2K	–	390
2021 Q2	$2K	Hold	25	–	–	﹤0.01%	363
2021 Q1	$2K	Hold	25	–	–	﹤0.01%	349
2020 Q4	$2K	Buy	+25	New	+$1.53K	﹤0.01%	333

Other funds holding SIRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Phoenix Wealth Advisors's SIRI Position: Q3 2021 in Review

Phoenix Wealth Advisors sold out of SiriusXM (SIRI) in Q3 2021, closing a stake of 25 shares — an estimated $2K sold.

Phoenix Wealth Advisors first reported a position in SIRI in Q4 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 615 funds tracked by Wall St. Rank hold SIRI as of Q3 2021.

Phoenix Wealth Advisors reported no remaining SiriusXM position as of Q3 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 25 SiriusXM shares in Q3 2021, an estimated $2K.
Phoenix Wealth Advisors first reported a position in SiriusXM in Q4 2020 and held it in 3 quarters.
Phoenix Wealth Advisors's SiriusXM position peaked at $2K in Q2 2021.
615 funds tracked by Wall St. Rank held SiriusXM as of Q3 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.