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Polaris Wealth Advisory Group’s SiriusXM SIRI Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-150
Closed -$9K – 397
2018
Q3 		$9K Buy
+150
New +$10.4K ﹤0.01% 413
2018
Q2 		– Sell
-250
Closed -$16K – 397
2018
Q1 		$16K Buy
+250
New +$15K ﹤0.01% 318

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Polaris Wealth Advisory Group's SIRI Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of SiriusXM (SIRI) in Q4 2018, closing a stake of 150 shares — an estimated $9K sold.

Polaris Wealth Advisory Group first reported a position in SIRI in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2018. 594 funds tracked by Wall St. Rank hold SIRI as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining SiriusXM position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 150 SiriusXM shares in Q4 2018, an estimated $9K.
  • Polaris Wealth Advisory Group first reported a position in SiriusXM in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's SiriusXM position peaked at $16K in Q1 2018.
  • 594 funds tracked by Wall St. Rank held SiriusXM as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.