SteelPeak Wealth’s SiriusXM SIRI Stock Holding History

SteelPeak 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
2022 Q2	–	Sell	-1,415	Closed	-$94K	–	472
2022 Q1	$94K	Sell	1,415 -154	-10%	-$9.69K	0.01%	412
2021 Q4	$100K	Hold	1,569	–	–	0.01%	395
2021 Q3	$96K	Hold	1,569	–	–	0.01%	411
2021 Q2	$103K	Sell	1,569 -260	-14%	-$16.3K	0.01%	408
2021 Q1	$111K	Buy	1,829 +260	+17%	+$15.8K	0.01%	363
2020 Q4	$100K	Hold	1,569	–	–	0.01%	314
2020 Q3	$84K	Hold	1,569	–	–	0.01%	278
2020 Q2	$92K	Sell	1,569 -200	-11%	-$11.2K	0.01%	247
2020 Q1	$87K	Hold	1,769	–	–	0.01%	225
2019 Q4	$127K	Buy	+1,769	New	+$119K	0.02%	248

Other funds holding SIRI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SteelPeak Wealth's SIRI Position: Q2 2022 in Review

SteelPeak Wealth sold out of SiriusXM (SIRI) in Q2 2022, closing a stake of 1,415 shares — an estimated $94K sold.

SteelPeak Wealth first reported a position in SIRI in Q4 2019 and held it in 10 quarters. The position peaked at $127K in Q4 2019. 630 funds tracked by Wall St. Rank hold SIRI as of Q2 2022.

SteelPeak Wealth reported no remaining SiriusXM position as of Q2 2022 after selling out during the quarter.
SteelPeak Wealth sold 1,415 SiriusXM shares in Q2 2022, an estimated $94K.
SteelPeak Wealth first reported a position in SiriusXM in Q4 2019 and held it in 10 quarters.
SteelPeak Wealth's SiriusXM position peaked at $127K in Q4 2019.
630 funds tracked by Wall St. Rank held SiriusXM as of Q2 2022.

Based on SteelPeak Wealth's 13F filing for Q2 2022, filed 2 Aug 2022.