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 $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EAM

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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Ropes Wealth Advisors's SIRI Position: Q1 2020 in Review

Ropes Wealth Advisors sold out of SiriusXM (SIRI) in Q1 2020, closing a stake of 150 shares — an estimated $11K sold.

Ropes Wealth Advisors first reported a position in SIRI in Q1 2016 and held it in 16 quarters. The position peaked at $11K in Q4 2019. 630 funds tracked by Wall St. Rank hold SIRI as of Q1 2020.

Ropes Wealth Advisors reported no remaining SiriusXM position as of Q1 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 150 SiriusXM shares in Q1 2020, an estimated $11K.
Ropes Wealth Advisors first reported a position in SiriusXM in Q1 2016 and held it in 16 quarters.
Ropes Wealth Advisors's SiriusXM position peaked at $11K in Q4 2019.
630 funds tracked by Wall St. Rank held SiriusXM as of Q1 2020.

Based on Ropes Wealth Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.