Sterling Investment Advisors (Pennsylvania)’s SiriusXM SIRI Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q3	–	Sell	-6	Closed	–	–	440
2022 Q2	$0	Sell	6 -150	-96%	-$9.31K	﹤0.01%	618
2022 Q1	$10K	Buy	156 +113	+263%	+$7.11K	﹤0.01%	436
2021 Q4	$3K	Hold	43	–	–	﹤0.01%	523
2021 Q3	$3K	Hold	43	–	–	﹤0.01%	523
2021 Q2	$3K	Hold	43	–	–	﹤0.01%	489
2021 Q1	$3K	Hold	43	–	–	﹤0.01%	479
2020 Q4	$3K	Hold	43	–	–	﹤0.01%	421
2020 Q3	$2K	Hold	43	–	–	﹤0.01%	410
2020 Q2	$2K	Hold	43	–	–	﹤0.01%	401
2020 Q1	$2K	Hold	43	–	–	﹤0.01%	373
2019 Q4	$3K	Hold	43	–	–	﹤0.01%	380
2019 Q3	$3K	Hold	43	–	–	﹤0.01%	384
2019 Q2	$2K	Hold	43	–	–	﹤0.01%	395
2019 Q1	$2K	Buy	43 +6	+16%	+$358	﹤0.01%	390
2018 Q4	$2K	Hold	37	–	–	﹤0.01%	382
2018 Q3	$2K	Hold	37	–	–	﹤0.01%	413
2018 Q2	$2K	Hold	37	–	–	﹤0.01%	377
2018 Q1	$2K	Hold	37	–	–	﹤0.01%	355
2017 Q4	$2K	Hold	37	–	–	﹤0.01%	331
2017 Q3	$2K	Hold	37	–	–	﹤0.01%	330
2017 Q2	$2K	Hold	37	–	–	﹤0.01%	359
2017 Q1	$2K	Hold	37	–	–	﹤0.01%	316
2016 Q4	$2K	Buy	+37	New	+$1.61K	﹤0.01%	290

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Sterling Investment Advisors (Pennsylvania)'s SIRI Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of SiriusXM (SIRI) in Q3 2022, closing a stake of 6 shares.

Sterling Investment Advisors (Pennsylvania) first reported a position in SIRI in Q4 2016 and held it in 23 quarters. The position peaked at $10K in Q1 2022. 634 funds tracked by Wall St. Rank hold SIRI as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining SiriusXM position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 6 SiriusXM shares in Q3 2022.
Sterling Investment Advisors (Pennsylvania) first reported a position in SiriusXM in Q4 2016 and held it in 23 quarters.
Sterling Investment Advisors (Pennsylvania)'s SiriusXM position peaked at $10K in Q1 2022.
634 funds tracked by Wall St. Rank held SiriusXM as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.