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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 – 458
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $194B AUM 35% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 1-Year Est. Return