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Squar Milner Financial Services’s SiriusXM SIRI Stock Holding History

Squar Milner 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
2020
Q2 		– Sell
-200
Closed -$9K – 620
2020
Q1 		$9K Hold
200
– – 0.01% 555
2019
Q4 		$14K Buy
+200
New +$13.5K 0.01% 558
2019
Q3 		– Sell
-200
Closed -$11K – 623
2019
Q2 		$11K Buy
+200
New +$11.4K 0.01% 514
2018
Q3 		– Sell
-200
Closed -$14K – 845
2018
Q2 		$14K Buy
+200
New +$13.5K 0.01% 532

Other funds holding SIRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Squar Milner Financial Services's SIRI Position: Q2 2020 in Review

Squar Milner Financial Services sold out of SiriusXM (SIRI) in Q2 2020, closing a stake of 200 shares — an estimated $9K sold.

Squar Milner Financial Services first reported a position in SIRI in Q2 2018 and held it in 4 quarters. The position peaked at $14K in Q4 2019. 635 funds tracked by Wall St. Rank hold SIRI as of Q2 2020.

  • Squar Milner Financial Services reported no remaining SiriusXM position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 200 SiriusXM shares in Q2 2020, an estimated $9K.
  • Squar Milner Financial Services first reported a position in SiriusXM in Q2 2018 and held it in 4 quarters.
  • Squar Milner Financial Services's SiriusXM position peaked at $14K in Q4 2019.
  • 635 funds tracked by Wall St. Rank held SiriusXM as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.