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Wagner Wealth Management (South Carolina)’s SiriusXM SIRI Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		– Sell
-92
Closed -$6K – 729
2018
Q2 		$6K Hold
92
– – ﹤0.01% 456
2018
Q1 		$6K Hold
92
– – ﹤0.01% 418
2017
Q4 		$5K Buy
+92
New +$5.08K ﹤0.01% 531

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s SIRI Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) sold out of SiriusXM (SIRI) in Q3 2018, closing a stake of 92 shares — an estimated $6K sold.

Wagner Wealth Management (South Carolina) first reported a position in SIRI in Q4 2017 and held it in 3 quarters. The position peaked at $6K in Q2 2018. 585 funds tracked by Wall St. Rank hold SIRI as of Q3 2018.

  • Wagner Wealth Management (South Carolina) reported no remaining SiriusXM position as of Q3 2018 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 92 SiriusXM shares in Q3 2018, an estimated $6K.
  • Wagner Wealth Management (South Carolina) first reported a position in SiriusXM in Q4 2017 and held it in 3 quarters.
  • Wagner Wealth Management (South Carolina)'s SiriusXM position peaked at $6K in Q2 2018.
  • 585 funds tracked by Wall St. Rank held SiriusXM as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.