Selective Wealth Management’s SiriusXM SIRI Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-114	Closed	-$6K	–	623
2022 Q3	$6K	Hold	114	–	–	﹤0.01%	581
2022 Q2	$7K	Buy	114 +94	+470%	+$5.84K	﹤0.01%	601
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	697
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	644
2021 Q3	$1K	Sell	20 -930	-98%	-$58.5K	﹤0.01%	574
2021 Q2	$62K	Buy	950 +730	+332%	+$45.8K	0.05%	166
2021 Q1	$13K	Hold	220	–	–	0.01%	229
2020 Q4	$14K	Hold	220	–	–	0.01%	213
2020 Q3	$12K	Hold	220	–	–	0.01%	192
2020 Q2	$13K	Buy	220 +200	+1,000%	+$11.2K	0.01%	220
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	321
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	317
2019 Q3	$1K	Buy	+20	New	+$1.23K	﹤0.01%	326
2018 Q3	$1K	Buy	+20	New	+$1.39K	0.01%	159

Other funds holding SIRI

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Selective Wealth Management's SIRI Position: Q4 2022 in Review

Selective Wealth Management sold out of SiriusXM (SIRI) in Q4 2022, closing a stake of 114 shares — an estimated $6K sold.

Selective Wealth Management first reported a position in SIRI in Q3 2018 and held it in 14 quarters. The position peaked at $62K in Q2 2021. 666 funds tracked by Wall St. Rank hold SIRI as of Q4 2022.

Selective Wealth Management reported no remaining SiriusXM position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 114 SiriusXM shares in Q4 2022, an estimated $6K.
Selective Wealth Management first reported a position in SiriusXM in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's SiriusXM position peaked at $62K in Q2 2021.
666 funds tracked by Wall St. Rank held SiriusXM as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.