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Surevest’s SiriusXM SIRI Stock Holding History

Surevest’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 		$6K Buy
109
+1
+0.9% +$63 ﹤0.01% 315
2022
Q2 		$7K Hold
108
– – ﹤0.01% 319
2022
Q1 		$7K Buy
108
+5
+5% +$315 ﹤0.01% 296
2021
Q4 		$7K Buy
+103
New +$6.44K ﹤0.01% 302

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Surevest's SIRI Position: Q3 2022 in Review

Surevest increased its SiriusXM (SIRI) stake by 0.93% in Q3 2022, buying an estimated $63 and bringing the position to 109 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Surevest first reported a position in SIRI in Q4 2021 and has held it in 4 quarters since. The position peaked at $7K in Q2 2022. 634 funds tracked by Wall St. Rank hold SIRI as of Q3 2022.

  • Surevest held 109 shares of SiriusXM worth $6K as of Q3 2022.
  • Surevest bought 1 SiriusXM share in Q3 2022, an estimated $63.
  • SiriusXM made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #315 holding.
  • Surevest first reported a position in SiriusXM in Q4 2021 and has held it in 4 quarters since.
  • Surevest's SiriusXM position peaked at $7K in Q2 2022.
  • 634 funds tracked by Wall St. Rank held SiriusXM as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.