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Sowell Financial Services’s SiriusXM SIRI Stock Holding History

Sowell Financial Services’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
2023
Q2 		– Sell
-1,107
Closed -$44K – 782
2023
Q1 		$44K Buy
+1,107
New +$53K ﹤0.01% 748
2021
Q2 		– Sell
-187
Closed -$11K – 2347
2021
Q1 		$11K Buy
187
+21
+13% +$1.28K ﹤0.01% 2290
2020
Q4 		$11K Buy
166
+5
+3% +$307 ﹤0.01% 1973
2020
Q3 		$9K Hold
161
– – ﹤0.01% 1843
2020
Q2 		$9K Buy
161
+1
+0.6% +$56 ﹤0.01% 1739
2020
Q1 		$8K Sell
160
-96
-38% -$6.28K ﹤0.01% 1691
2019
Q4 		$18K Buy
256
+96
+60% +$6.47K ﹤0.01% 1479
2019
Q3 		$10K Buy
+160
New +$9.84K ﹤0.01% 1536

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sowell Financial Services's SIRI Position: Q2 2023 in Review

Sowell Financial Services sold out of SiriusXM (SIRI) in Q2 2023, closing a stake of 1,107 shares — an estimated $44K sold.

Sowell Financial Services first reported a position in SIRI in Q3 2019 and held it in 8 quarters. The position peaked at $44K in Q1 2023. 608 funds tracked by Wall St. Rank hold SIRI as of Q2 2023.

  • Sowell Financial Services reported no remaining SiriusXM position as of Q2 2023 after selling out during the quarter.
  • Sowell Financial Services sold 1,107 SiriusXM shares in Q2 2023, an estimated $44K.
  • Sowell Financial Services first reported a position in SiriusXM in Q3 2019 and held it in 8 quarters.
  • Sowell Financial Services's SiriusXM position peaked at $44K in Q1 2023.
  • 608 funds tracked by Wall St. Rank held SiriusXM as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.