WIA
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Wealthstreet Investment Advisors’s SiriusXM SIRI Stock Holding History

Wealthstreet Investment 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
2019
Q2 		– Sell
-1,266
Closed -$72K – 350
2019
Q1 		$72K Buy
1,266
+28
+2% +$1.67K 0.01% 341
2018
Q4 		$71K Hold
1,238
– – 0.01% 328
2018
Q3 		$78K Hold
1,238
– – 0.01% 340
2018
Q2 		$84K Hold
1,238
– – 0.01% 340
2018
Q1 		$77K Hold
1,238
– – 0.01% 335
2017
Q4 		$66K Buy
+1,238
New +$68.4K 0.01% 331

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return