SVB Wealth’s SiriusXM SIRI Stock Holding History

SVB Wealth’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 Q4	–	Sell	-1,130	Closed	-$65K	–	1088
2022 Q3	$65K	Buy	+1,130	New	+$71K	﹤0.01%	942

Other funds holding SIRI

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SVB Wealth's SIRI Position: Q4 2022 in Review

SVB Wealth sold out of SiriusXM (SIRI) in Q4 2022, closing a stake of 1,130 shares — an estimated $65K sold.

SVB Wealth first reported a position in SIRI in Q3 2022 and held it in 1 quarter. The position peaked at $65K in Q3 2022. 666 funds tracked by Wall St. Rank hold SIRI as of Q4 2022.

SVB Wealth reported no remaining SiriusXM position as of Q4 2022 after selling out during the quarter.
SVB Wealth sold 1,130 SiriusXM shares in Q4 2022, an estimated $65K.
SVB Wealth first reported a position in SiriusXM in Q3 2022 and held it in 1 quarter.
SVB Wealth's SiriusXM position peaked at $65K in Q3 2022.
666 funds tracked by Wall St. Rank held SiriusXM as of Q4 2022.

Based on SVB Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.