TRUE Private Wealth Advisors’s SiriusXM SIRI Stock Holding History

TRUE Private Wealth Advisors’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 Q3	–	Sell	-1,429	Closed	-$64.7K	–	269
2023 Q2	$64.7K	Buy	1,429 +60	+4%	+$2.27K	0.01%	239
2023 Q1	$54.3K	Hold	1,369	–	–	0.01%	232
2022 Q4	$79.9K	Hold	1,369	–	–	0.01%	220
2022 Q3	$78K	Hold	1,369	–	–	0.01%	214
2022 Q2	$83K	Hold	1,369	–	–	0.01%	225
2022 Q1	$85K	Hold	1,369	–	–	0.01%	236
2021 Q4	$86K	Buy	1,369 +21	+2%	+$1.31K	0.01%	264
2021 Q3	$82K	Hold	1,348	–	–	0.01%	242
2021 Q2	$88K	Sell	1,348 -33	-2%	-$2.07K	0.01%	234
2021 Q1	$84K	Hold	1,381	–	–	0.01%	229
2020 Q4	$87K	Buy	1,381 +33	+2%	+$2.03K	0.01%	292
2020 Q3	$72K	Hold	1,348	–	–	0.01%	288
2020 Q2	$79K	Buy	+1,348	New	+$75.5K	0.01%	271
2018 Q4	–	Sell	-382	Closed	-$24.1K	–	792
2018 Q3	$24.1K	Buy	+382	New	+$26.6K	﹤0.01%	572

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 $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

TRUE Private Wealth Advisors's SIRI Position: Q3 2023 in Review

TRUE Private Wealth Advisors sold out of SiriusXM (SIRI) in Q3 2023, closing a stake of 1,429 shares — an estimated $64.7K sold.

TRUE Private Wealth Advisors first reported a position in SIRI in Q3 2018 and held it in 14 quarters. The position peaked at $88K in Q2 2021. 607 funds tracked by Wall St. Rank hold SIRI as of Q3 2023.

TRUE Private Wealth Advisors reported no remaining SiriusXM position as of Q3 2023 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,429 SiriusXM shares in Q3 2023, an estimated $64.7K.
TRUE Private Wealth Advisors first reported a position in SiriusXM in Q3 2018 and held it in 14 quarters.
TRUE Private Wealth Advisors's SiriusXM position peaked at $88K in Q2 2021.
607 funds tracked by Wall St. Rank held SiriusXM as of Q3 2023.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.