Ropes Wealth Advisors’s SiriusXM SIRI Stock Holding History

Ropes 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
2020 Q1	–	Sell	-150	Closed	-$11K	–	558
2019 Q4	$11K	Hold	150	–	–	﹤0.01%	463
2019 Q3	$9K	Hold	150	–	–	﹤0.01%	488
2019 Q2	$8K	Hold	150	–	–	﹤0.01%	495
2019 Q1	$9K	Hold	150	–	–	﹤0.01%	460
2018 Q4	$9K	Hold	150	–	–	﹤0.01%	433
2018 Q3	$9K	Hold	150	–	–	﹤0.01%	466
2018 Q2	$10K	Hold	150	–	–	﹤0.01%	475
2018 Q1	$9K	Hold	150	–	–	﹤0.01%	467
2017 Q4	$8K	Buy	150 +50	+50%	+$2.76K	﹤0.01%	558
2017 Q3	$6K	Hold	100	–	–	﹤0.01%	573
2017 Q2	$5K	Hold	100	–	–	﹤0.01%	481
2017 Q1	$5K	Hold	100	–	–	﹤0.01%	470
2016 Q4	$4K	Hold	100	–	–	﹤0.01%	468
2016 Q3	$4K	Hold	100	–	–	﹤0.01%	437
2016 Q2	$4K	Hold	100	–	–	﹤0.01%	417
2016 Q1	$4K	Buy	+100	New	+$3.74K	﹤0.01%	365

Other funds holding SIRI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Geode Capital Management

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

California Public Employees Retirement System

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return