PO
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Private Ocean’s SiriusXM SIRI Stock Holding History

Private Ocean’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
Q1 		– Sell
-15
Closed -$1K – 602
2020
Q4 		$1K Hold
15
– – ﹤0.01% 488
2020
Q3 		$1K Buy
+15
New +$860 ﹤0.01% 501
2018
Q4 		– Sell
-300
Closed -$19K – 376
2018
Q3 		$19K Hold
300
– – 0.01% 219
2018
Q2 		$20K Hold
300
– – 0.01% 235
2018
Q1 		$18K Buy
+300
New +$18K 0.01% 261

Other funds holding SIRI

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Private Ocean's SIRI Position: Q1 2021 in Review

Private Ocean sold out of SiriusXM (SIRI) in Q1 2021, closing a stake of 15 shares — an estimated $1K sold.

Private Ocean first reported a position in SIRI in Q1 2018 and held it in 5 quarters. The position peaked at $20K in Q2 2018. 626 funds tracked by Wall St. Rank hold SIRI as of Q1 2021.

  • Private Ocean reported no remaining SiriusXM position as of Q1 2021 after selling out during the quarter.
  • Private Ocean sold 15 SiriusXM shares in Q1 2021, an estimated $1K.
  • Private Ocean first reported a position in SiriusXM in Q1 2018 and held it in 5 quarters.
  • Private Ocean's SiriusXM position peaked at $20K in Q2 2018.
  • 626 funds tracked by Wall St. Rank held SiriusXM as of Q1 2021.

Based on Private Ocean's 13F filing for Q1 2021, filed 20 Apr 2021.