Wealth Advisory Solutions’s SiriusXM SIRI Stock Holding History

Wealth Advisory Solutions’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
2021 Q1	–	Sell	-49,684	Closed	-$3.16M	–	191
2020 Q4	$3.16M	Buy	+49,684	New	+$3.05M	0.86%	40
2020 Q3	–	Sell	-1,194	Closed	-$70K	–	190
2020 Q2	$70K	Hold	1,194	–	–	0.02%	179
2020 Q1	$58K	Hold	1,194	–	–	0.02%	153
2019 Q4	$85K	Buy	+1,194	New	+$80.5K	0.02%	179

Other funds holding SIRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wealth Advisory Solutions's SIRI Position: Q1 2021 in Review

Wealth Advisory Solutions sold out of SiriusXM (SIRI) in Q1 2021, closing a stake of 49,684 shares — an estimated $3.16M sold.

Wealth Advisory Solutions first reported a position in SIRI in Q4 2019 and held it in 4 quarters. The position peaked at $3.16M in Q4 2020. 626 funds tracked by Wall St. Rank hold SIRI as of Q1 2021.

Wealth Advisory Solutions reported no remaining SiriusXM position as of Q1 2021 after selling out during the quarter.
Wealth Advisory Solutions sold 49,684 SiriusXM shares in Q1 2021, an estimated $3.16M.
Wealth Advisory Solutions first reported a position in SiriusXM in Q4 2019 and held it in 4 quarters.
Wealth Advisory Solutions's SiriusXM position peaked at $3.16M in Q4 2020.
626 funds tracked by Wall St. Rank held SiriusXM as of Q1 2021.

Based on Wealth Advisory Solutions's 13F filing for Q1 2021, filed 13 May 2021.