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RMR Wealth Builders’s SiriusXM SIRI Stock Holding History

RMR Wealth Builders’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
2022
Q2 		– Sell
-1,120
Closed -$74K – 215
2022
Q1 		$74K Buy
1,120
+48
+4% +$3.02K 0.02% 204
2021
Q4 		$68K Buy
1,072
+34
+3% +$2.13K 0.02% 122
2021
Q3 		$63K Sell
1,038
-21
-2% -$1.32K 0.02% 187
2021
Q2 		$69K Sell
1,059
-4
-0.4% -$251 0.02% 172
2021
Q1 		$65K Buy
+1,063
New +$64.8K 0.02% 330
2020
Q4 		– Sell
-1,329
Closed -$71K – 552
2020
Q3 		$71K Buy
+1,329
New +$76.2K 0.02% 214

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RMR Wealth Builders's SIRI Position: Q2 2022 in Review

RMR Wealth Builders sold out of SiriusXM (SIRI) in Q2 2022, closing a stake of 1,120 shares — an estimated $74K sold.

RMR Wealth Builders first reported a position in SIRI in Q3 2020 and held it in 6 quarters. The position peaked at $74K in Q1 2022. 630 funds tracked by Wall St. Rank hold SIRI as of Q2 2022.

  • RMR Wealth Builders reported no remaining SiriusXM position as of Q2 2022 after selling out during the quarter.
  • RMR Wealth Builders sold 1,120 SiriusXM shares in Q2 2022, an estimated $74K.
  • RMR Wealth Builders first reported a position in SiriusXM in Q3 2020 and held it in 6 quarters.
  • RMR Wealth Builders's SiriusXM position peaked at $74K in Q1 2022.
  • 630 funds tracked by Wall St. Rank held SiriusXM as of Q2 2022.

Based on RMR Wealth Builders's 13F filing for Q2 2022, filed 2 Aug 2022.