WealthPlan Investment Management’s SiriusXM SIRI Stock Holding History

WealthPlan Investment 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 Q2	–	Sell	-2	Closed	-$76	–	450
2023 Q1	$76	Buy	+2	New	+$96	﹤0.01%	440

Other funds holding SIRI

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthPlan Investment Management's SIRI Position: Q2 2023 in Review

WealthPlan Investment Management sold out of SiriusXM (SIRI) in Q2 2023, closing a stake of 2 shares — an estimated $76 sold.

WealthPlan Investment Management first reported a position in SIRI in Q1 2023 and held it in 1 quarter. The position peaked at $76 in Q1 2023. 608 funds tracked by Wall St. Rank hold SIRI as of Q2 2023.

WealthPlan Investment Management reported no remaining SiriusXM position as of Q2 2023 after selling out during the quarter.
WealthPlan Investment Management sold 2 SiriusXM shares in Q2 2023, an estimated $76.
WealthPlan Investment Management first reported a position in SiriusXM in Q1 2023 and held it in 1 quarter.
WealthPlan Investment Management's SiriusXM position peaked at $76 in Q1 2023.
608 funds tracked by Wall St. Rank held SiriusXM as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.