Regent Peak Wealth Advisors’s SiriusXM SIRI Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-99	Closed	-$6K	–	839
2020 Q4	$6K	Buy	+99	New	+$6.08K	﹤0.01%	640

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

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Regent Peak Wealth Advisors's SIRI Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of SiriusXM (SIRI) in Q1 2021, closing a stake of 99 shares — an estimated $6K sold.

Regent Peak Wealth Advisors first reported a position in SIRI in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 626 funds tracked by Wall St. Rank hold SIRI as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining SiriusXM position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 99 SiriusXM shares in Q1 2021, an estimated $6K.
Regent Peak Wealth Advisors first reported a position in SiriusXM in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's SiriusXM position peaked at $6K in Q4 2020.
626 funds tracked by Wall St. Rank held SiriusXM as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.