Realta Investment Advisors’s SiriusXM SIRI Stock Holding History

Realta Investment 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
2020 Q4	–	Sell	-1,670	Closed	-$90K	–	349
2020 Q3	$90K	Buy	1,670 +118	+8%	+$6.77K	0.03%	306
2020 Q2	$91K	Sell	1,552 -100	-6%	-$5.6K	0.03%	331
2020 Q1	$82K	Sell	1,652 -337	-17%	-$22K	0.04%	282
2019 Q4	$137K	Sell	1,989 -30	-1%	-$2.02K	0.04%	430
2019 Q3	$125K	Sell	2,019 -161	-7%	-$9.9K	0.03%	442
2019 Q2	$122K	Buy	2,180 +216	+11%	+$12.3K	0.03%	449
2019 Q1	$112K	Buy	+1,964	New	+$117K	0.05%	374

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

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 1-Year Est. Return

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Realta Investment Advisors's SIRI Position: Q4 2020 in Review

Realta Investment Advisors sold out of SiriusXM (SIRI) in Q4 2020, closing a stake of 1,670 shares — an estimated $90K sold.

Realta Investment Advisors first reported a position in SIRI in Q1 2019 and held it in 7 quarters. The position peaked at $137K in Q4 2019. 660 funds tracked by Wall St. Rank hold SIRI as of Q4 2020.

Realta Investment Advisors reported no remaining SiriusXM position as of Q4 2020 after selling out during the quarter.
Realta Investment Advisors sold 1,670 SiriusXM shares in Q4 2020, an estimated $90K.
Realta Investment Advisors first reported a position in SiriusXM in Q1 2019 and held it in 7 quarters.
Realta Investment Advisors's SiriusXM position peaked at $137K in Q4 2019.
660 funds tracked by Wall St. Rank held SiriusXM as of Q4 2020.

Based on Realta Investment Advisors's 13F filing for Q4 2020, filed 13 Jan 2021.