U.S. Capital Wealth Advisors’s SiriusXM SIRI Stock Holding History

U.S. Capital 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 Q1	–	Sell	-246	Closed	-$14.3K	–	1378
2022 Q4	$14.3K	Buy	+246	New	+$15.1K	﹤0.01%	1187
2022 Q3	–	Sell	-1,076	Closed	-$66K	–	677
2022 Q2	$66K	Sell	1,076 -274	-20%	-$17K	﹤0.01%	656
2022 Q1	$89K	Hold	1,350	–	–	﹤0.01%	693
2021 Q4	$86K	Hold	1,350	–	–	﹤0.01%	705
2021 Q3	$82K	Buy	+1,350	New	+$84.9K	﹤0.01%	706

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

U.S. Capital Wealth Advisors's SIRI Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of SiriusXM (SIRI) in Q1 2023, closing a stake of 246 shares — an estimated $14.3K sold.

U.S. Capital Wealth Advisors first reported a position in SIRI in Q3 2021 and held it in 5 quarters. The position peaked at $89K in Q1 2022. 638 funds tracked by Wall St. Rank hold SIRI as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining SiriusXM position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 246 SiriusXM shares in Q1 2023, an estimated $14.3K.
U.S. Capital Wealth Advisors first reported a position in SiriusXM in Q3 2021 and held it in 5 quarters.
U.S. Capital Wealth Advisors's SiriusXM position peaked at $89K in Q1 2022.
638 funds tracked by Wall St. Rank held SiriusXM as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.