Strategic Wealth Management Group’s SiriusXM SIRI Stock Holding History

Strategic Wealth Management 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 Q2	$339K	Hold	5,185	–	–	0.12%	90
2021 Q1	$316K	Hold	5,185	–	–	0.12%	101
2020 Q4	$330K	Hold	5,185	–	–	0.14%	83
2020 Q3	$278K	Hold	5,185	–	–	0.14%	90
2020 Q2	$304K	Buy	5,185 +1	+0%	+$56	0.18%	67
2020 Q1	$256K	Hold	5,184	–	–	0.19%	63
2019 Q4	$371K	Hold	5,184	–	–	0.24%	57
2019 Q3	$324K	Hold	5,184	–	–	0.23%	58
2019 Q2	$289K	Hold	5,184	–	–	0.22%	62
2019 Q1	$294K	Hold	5,184	–	–	0.24%	60
2018 Q4	$296K	Buy	+5,184	New	+$315K	0.28%	59

Other funds holding SIRI

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

Strategic Wealth Management Group's SIRI Position: Q2 2021 in Review

Strategic Wealth Management Group held its SiriusXM (SIRI) position steady in Q2 2021 at 5,185 shares worth $339K. The position accounts for 0.12% of the portfolio, ranked #90.

Strategic Wealth Management Group first reported a position in SIRI in Q4 2018 and has held it in 11 quarters since. The position peaked at $371K in Q4 2019. 607 funds tracked by Wall St. Rank hold SIRI as of Q2 2021.

Strategic Wealth Management Group held 5,185 shares of SiriusXM worth $339K as of Q2 2021.
Strategic Wealth Management Group left its SiriusXM share count unchanged in Q2 2021.
SiriusXM made up 0.12% of Strategic Wealth Management Group's portfolio in Q2 2021, its #90 holding.
Strategic Wealth Management Group first reported a position in SiriusXM in Q4 2018 and has held it in 11 quarters since.
Strategic Wealth Management Group's SiriusXM position peaked at $371K in Q4 2019.
607 funds tracked by Wall St. Rank held SiriusXM as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.