SkyOak Wealth’s SiriusXM SIRI Stock Holding History

SkyOak Wealth’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 Q4	–	Sell	-1,200	Closed	-$64K	–	227
2020 Q3	$64K	Sell	1,200 -250	-17%	-$14.3K	0.02%	201
2020 Q2	$85K	Buy	1,450 +100	+7%	+$5.6K	0.03%	235
2020 Q1	$67K	Hold	1,350	–	–	0.03%	206
2019 Q4	$97K	Buy	+1,350	New	+$91K	0.03%	302

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

DCP

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

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

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

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SkyOak Wealth's SIRI Position: Q4 2020 in Review

SkyOak Wealth sold out of SiriusXM (SIRI) in Q4 2020, closing a stake of 1,200 shares — an estimated $64K sold.

SkyOak Wealth first reported a position in SIRI in Q4 2019 and held it in 4 quarters. The position peaked at $97K in Q4 2019. 660 funds tracked by Wall St. Rank hold SIRI as of Q4 2020.

SkyOak Wealth reported no remaining SiriusXM position as of Q4 2020 after selling out during the quarter.
SkyOak Wealth sold 1,200 SiriusXM shares in Q4 2020, an estimated $64K.
SkyOak Wealth first reported a position in SiriusXM in Q4 2019 and held it in 4 quarters.
SkyOak Wealth's SiriusXM position peaked at $97K in Q4 2019.
660 funds tracked by Wall St. Rank held SiriusXM as of Q4 2020.

Based on SkyOak Wealth's 13F filing for Q4 2020, filed 2 Feb 2021.