Souders Financial Advisors’s SiriusXM SIRI Stock Holding History

Souders Financial 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
2021 Q4	–	Sell	-1,012	Closed	-$62K	–	141
2021 Q3	$62K	Hold	1,012	–	–	0.02%	134
2021 Q2	$66K	Hold	1,012	–	–	0.02%	132
2021 Q1	$62K	Buy	1,012 +2	+0.2%	+$122	0.02%	122
2020 Q4	$64K	Hold	1,010	–	–	0.03%	111
2020 Q3	$60K	Buy	1,010 +2	+0.2%	+$115	0.03%	107
2020 Q2	$59K	Buy	1,008 +2	+0.2%	+$112	0.03%	97
2020 Q1	$50K	Buy	+1,006	New	+$65.8K	0.04%	89

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Souders Financial Advisors's SIRI Position: Q4 2021 in Review

Souders Financial Advisors sold out of SiriusXM (SIRI) in Q4 2021, closing a stake of 1,012 shares — an estimated $62K sold.

Souders Financial Advisors first reported a position in SIRI in Q1 2020 and held it in 7 quarters. The position peaked at $66K in Q2 2021. 641 funds tracked by Wall St. Rank hold SIRI as of Q4 2021.

Souders Financial Advisors reported no remaining SiriusXM position as of Q4 2021 after selling out during the quarter.
Souders Financial Advisors sold 1,012 SiriusXM shares in Q4 2021, an estimated $62K.
Souders Financial Advisors first reported a position in SiriusXM in Q1 2020 and held it in 7 quarters.
Souders Financial Advisors's SiriusXM position peaked at $66K in Q2 2021.
641 funds tracked by Wall St. Rank held SiriusXM as of Q4 2021.

Based on Souders Financial Advisors's 13F filing for Q4 2021, filed 4 Feb 2022.