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Stonebridge Financial Planning Group’s SiriusXM SIRI Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-60
Closed -$4K – 441
2020
Q4 		$4K Hold
60
– – ﹤0.01% 370
2020
Q3 		$4K Hold
60
– – ﹤0.01% 361
2020
Q2 		$4K Hold
60
– – ﹤0.01% 364
2020
Q1 		$3K Hold
60
– – ﹤0.01% 386
2019
Q4 		$4K Buy
+60
New +$4.04K ﹤0.01% 336

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stonebridge Financial Planning Group's SIRI Position: Q1 2021 in Review

Stonebridge Financial Planning Group sold out of SiriusXM (SIRI) in Q1 2021, closing a stake of 60 shares — an estimated $4K sold.

Stonebridge Financial Planning Group first reported a position in SIRI in Q4 2019 and held it in 5 quarters. The position peaked at $4K in Q4 2020. 626 funds tracked by Wall St. Rank hold SIRI as of Q1 2021.

  • Stonebridge Financial Planning Group reported no remaining SiriusXM position as of Q1 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 60 SiriusXM shares in Q1 2021, an estimated $4K.
  • Stonebridge Financial Planning Group first reported a position in SiriusXM in Q4 2019 and held it in 5 quarters.
  • Stonebridge Financial Planning Group's SiriusXM position peaked at $4K in Q4 2020.
  • 626 funds tracked by Wall St. Rank held SiriusXM as of Q1 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2021, filed 6 May 2021.