Planning Directions’s SiriusXM SIRI Stock Holding History

Planning Directions’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
2019 Q3	–	Sell	-1,434	Closed	-$80K	–	58
2019 Q2	$80K	Buy	+1,434	New	+$81.6K	0.08%	57

Other funds holding SIRI

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 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

Planning Directions's SIRI Position: Q3 2019 in Review

Planning Directions sold out of SiriusXM (SIRI) in Q3 2019, closing a stake of 1,434 shares — an estimated $80K sold.

Planning Directions first reported a position in SIRI in Q2 2019 and held it in 1 quarter. The position peaked at $80K in Q2 2019. 587 funds tracked by Wall St. Rank hold SIRI as of Q3 2019.

Planning Directions reported no remaining SiriusXM position as of Q3 2019 after selling out during the quarter.
Planning Directions sold 1,434 SiriusXM shares in Q3 2019, an estimated $80K.
Planning Directions first reported a position in SiriusXM in Q2 2019 and held it in 1 quarter.
Planning Directions's SiriusXM position peaked at $80K in Q2 2019.
587 funds tracked by Wall St. Rank held SiriusXM as of Q3 2019.

Based on Planning Directions's 13F filing for Q3 2019, filed 25 Oct 2019.