PRW Wealth Management’s SiriusXM SIRI Stock Holding History

PRW Wealth Management’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 Q1	–	Sell	-6	Closed	–	–	786
2018 Q4	$0	Buy	+6	New	+$365	﹤0.01%	755

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PRW Wealth Management's SIRI Position: Q1 2019 in Review

PRW Wealth Management sold out of SiriusXM (SIRI) in Q1 2019, closing a stake of 6 shares.

PRW Wealth Management first reported a position in SIRI in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 649 funds tracked by Wall St. Rank hold SIRI as of Q1 2019.

PRW Wealth Management reported no remaining SiriusXM position as of Q1 2019 after selling out during the quarter.
PRW Wealth Management sold 6 SiriusXM shares in Q1 2019.
PRW Wealth Management first reported a position in SiriusXM in Q4 2018 and held it in 1 quarter.
PRW Wealth Management's SiriusXM position peaked at $0 in Q4 2018.
649 funds tracked by Wall St. Rank held SiriusXM as of Q1 2019.

Based on PRW Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.