Strategic Wealth Partners’s SiriusXM SIRI Stock Holding History

Strategic Wealth Partners’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
2019 Q4	–	Sell	-104	Closed	-$6	–	439
2019 Q3	$6	Hold	104	–	–	﹤0.01%	628
2019 Q2	$5K	Hold	104	–	–	﹤0.01%	636
2019 Q1	$6K	Buy	104 +4	+4%	+$238	﹤0.01%	614
2018 Q4	$6K	Hold	100	–	–	﹤0.01%	547
2018 Q3	$6K	Hold	100	–	–	﹤0.01%	544
2018 Q2	$7K	Hold	100	–	–	﹤0.01%	605
2018 Q1	$6K	Hold	100	–	–	﹤0.01%	624
2017 Q4	$6K	Buy	+100	New	+$5.52K	﹤0.01%	587

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Strategic Wealth Partners's SIRI Position: Q4 2019 in Review

Strategic Wealth Partners sold out of SiriusXM (SIRI) in Q4 2019, closing a stake of 104 shares — an estimated $6 sold.

Strategic Wealth Partners first reported a position in SIRI in Q4 2017 and held it in 8 quarters. The position peaked at $7K in Q2 2018. 634 funds tracked by Wall St. Rank hold SIRI as of Q4 2019.

Strategic Wealth Partners reported no remaining SiriusXM position as of Q4 2019 after selling out during the quarter.
Strategic Wealth Partners sold 104 SiriusXM shares in Q4 2019, an estimated $6.
Strategic Wealth Partners first reported a position in SiriusXM in Q4 2017 and held it in 8 quarters.
Strategic Wealth Partners's SiriusXM position peaked at $7K in Q2 2018.
634 funds tracked by Wall St. Rank held SiriusXM as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.