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Toth Financial Advisory’s SiriusXM SIRI Stock Holding History

Toth Financial Advisory’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
2018
Q1 		– Sell
-571
Closed -$31K – 457
2017
Q4 		$31K Sell
571
-9,961
-95% -$550K 0.01% 241
2017
Q3 		$581K Sell
10,532
-197
-2% -$10.9K 0.15% 114
2017
Q2 		$587K Buy
+10,729
New +$548K 0.15% 107
2016
Q1 		– Sell
-7,746
Closed -$315K – 114
2015
Q4 		$315K Buy
7,746
+4,600
+146% +$186K 0.1% 102
2015
Q3 		$118K Buy
+3,146
New +$121K 0.04% 108

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return

Toth Financial Advisory's SIRI Position: Q1 2018 in Review

Toth Financial Advisory sold out of SiriusXM (SIRI) in Q1 2018, closing a stake of 571 shares — an estimated $31K sold.

Toth Financial Advisory first reported a position in SIRI in Q3 2015 and held it in 5 quarters. The position peaked at $587K in Q2 2017. 540 funds tracked by Wall St. Rank hold SIRI as of Q1 2018.

  • Toth Financial Advisory reported no remaining SiriusXM position as of Q1 2018 after selling out during the quarter.
  • Toth Financial Advisory sold 571 SiriusXM shares in Q1 2018, an estimated $31K.
  • Toth Financial Advisory first reported a position in SiriusXM in Q3 2015 and held it in 5 quarters.
  • Toth Financial Advisory's SiriusXM position peaked at $587K in Q2 2017.
  • 540 funds tracked by Wall St. Rank held SiriusXM as of Q1 2018.

Based on Toth Financial Advisory's 13F filing for Q1 2018, filed 25 Apr 2018.