TriaGen Wealth Management’s SiriusXM SIRI Stock Holding History

TriaGen Wealth Management’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
2023 Q1	–	Sell	-51,111	Closed	-$2.98M	–	181
2022 Q4	$2.98M	Sell	51,111 -2,514	-5%	-$155K	1.66%	15
2022 Q3	$3.06M	Buy	+53,625	New	+$3.37M	1.69%	15
2022 Q2	–	Sell	-5,599	Closed	-$371K	–	190
2022 Q1	$371K	Sell	5,599 -325	-5%	-$20.5K	0.19%	120
2021 Q4	$376K	Sell	5,924 -526	-8%	-$32.9K	0.19%	123
2021 Q3	$393K	Sell	6,450 -62	-1%	-$3.9K	0.21%	115
2021 Q2	$421K	Sell	6,512 -286	-4%	-$17.9K	0.22%	111
2021 Q1	$414K	Sell	6,798 -6,748	-50%	-$411K	0.24%	104
2020 Q4	$863K	Buy	+13,546	New	+$832K	0.51%	67

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

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TriaGen Wealth Management's SIRI Position: Q1 2023 in Review

TriaGen Wealth Management sold out of SiriusXM (SIRI) in Q1 2023, closing a stake of 51,111 shares — an estimated $2.98M sold.

TriaGen Wealth Management first reported a position in SIRI in Q4 2020 and held it in 8 quarters. The position peaked at $3.06M in Q3 2022. 638 funds tracked by Wall St. Rank hold SIRI as of Q1 2023.

TriaGen Wealth Management reported no remaining SiriusXM position as of Q1 2023 after selling out during the quarter.
TriaGen Wealth Management sold 51,111 SiriusXM shares in Q1 2023, an estimated $2.98M.
TriaGen Wealth Management first reported a position in SiriusXM in Q4 2020 and held it in 8 quarters.
TriaGen Wealth Management's SiriusXM position peaked at $3.06M in Q3 2022.
638 funds tracked by Wall St. Rank held SiriusXM as of Q1 2023.

Based on TriaGen Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.