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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 $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 $3.37T AUM 44.26% 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

Wealthstreet Investment Advisors's SIRI Position: Q2 2019 in Review

Wealthstreet Investment Advisors sold out of SiriusXM (SIRI) in Q2 2019, closing a stake of 1,266 shares — an estimated $72K sold.

Wealthstreet Investment Advisors first reported a position in SIRI in Q4 2017 and held it in 6 quarters. The position peaked at $84K in Q2 2018. 609 funds tracked by Wall St. Rank hold SIRI as of Q2 2019.

  • Wealthstreet Investment Advisors reported no remaining SiriusXM position as of Q2 2019 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 1,266 SiriusXM shares in Q2 2019, an estimated $72K.
  • Wealthstreet Investment Advisors first reported a position in SiriusXM in Q4 2017 and held it in 6 quarters.
  • Wealthstreet Investment Advisors's SiriusXM position peaked at $84K in Q2 2018.
  • 609 funds tracked by Wall St. Rank held SiriusXM as of Q2 2019.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2019, filed 16 Jul 2019.