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Wealthspire Advisors (Maryland)’s SiriusXM SIRI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-2,149
Closed -$122K – 1745
2019
Q1 		$122K Buy
2,149
+287
+15% +$17.1K 0.01% 574
2018
Q4 		$106K Buy
1,862
+40
+2% +$2.43K 0.01% 586
2018
Q3 		$115K Sell
1,822
-374
-17% -$26K 0.01% 631
2018
Q2 		$149K Buy
2,196
+1,240
+130% +$83.7K 0.01% 556
2018
Q1 		$60K Sell
956
-2,971
-76% -$178K 0.01% 909
2017
Q4 		$210K Buy
3,927
+11
+0.3% +$608 0.02% 470
2017
Q3 		$216K Buy
3,916
+633
+19% +$35K 0.02% 448
2017
Q2 		$180K Buy
3,283
+2
+0.1% +$102 0.02% 487
2017
Q1 		$169K Buy
3,281
+1,279
+64% +$62.9K 0.02% 445
2016
Q4 		$89K Hold
2,002
– – 0.01% 618
2016
Q3 		$83K Buy
2,002
+359
+22% +$15K 0.01% 635
2016
Q2 		$65K Buy
1,643
+1,475
+878% +$58K 0.01% 661
2016
Q1 		$7K Sell
168
-6
-3% -$224 ﹤0.01% 1261
2015
Q4 		$7K Buy
+174
New +$7.03K ﹤0.01% 1279

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SIRI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of SiriusXM (SIRI) in Q2 2019, closing a stake of 2,149 shares — an estimated $122K sold.

Wealthspire Advisors (Maryland) first reported a position in SIRI in Q4 2015 and held it in 14 quarters. The position peaked at $216K in Q3 2017. 609 funds tracked by Wall St. Rank hold SIRI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining SiriusXM position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,149 SiriusXM shares in Q2 2019, an estimated $122K.
  • Wealthspire Advisors (Maryland) first reported a position in SiriusXM in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s SiriusXM position peaked at $216K in Q3 2017.
  • 609 funds tracked by Wall St. Rank held SiriusXM as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.