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WealthTrust-Arizona’s SiriusXM SIRI Stock Holding History

WealthTrust-Arizona’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
2018
Q4 		$32K Buy
560
+1
+0.2% +$61 0.02% 198
2018
Q3 		$35K Hold
559
– – 0.02% 207
2018
Q2 		$38K Buy
559
+21
+4% +$1.42K 0.02% 188
2018
Q1 		$34K Sell
538
-19
-3% -$1.14K 0.02% 206
2017
Q4 		$30K Buy
557
+1
+0.2% +$55 0.01% 224
2017
Q3 		$31K Sell
556
-69
-11% -$3.82K 0.02% 217
2017
Q2 		$34K Buy
625
+21
+3% +$1.07K 0.02% 198
2017
Q1 		$31K Buy
604
+1
+0.2% +$49 0.02% 203
2016
Q4 		$27K Sell
603
-49
-8% -$2.13K 0.02% 211
2016
Q3 		$27K Hold
652
– – 0.02% 212
2016
Q2 		$26K Sell
652
-400
-38% -$15.7K 0.02% 204
2016
Q1 		$42K Buy
1,052
+100
+11% +$3.74K 0.03% 159
2015
Q4 		$39K Hold
952
– – 0.02% 181
2015
Q3 		$36K Sell
952
-300
-24% -$11.5K 0.02% 185
2015
Q2 		$47K Hold
1,252
– – 0.03% 168
2015
Q1 		$48K Hold
1,252
– – 0.03% 160
2014
Q4 		$44K Sell
1,252
-28
-2% -$964 0.04% 172
2014
Q3 		$45K Hold
1,280
– – 0.05% 169
2014
Q2 		$44K Hold
1,280
– – 0.05% 181
2014
Q1 		$41K Buy
1,280
+322
+34% +$11.4K 0.05% 183
2013
Q4 		$33K Hold
958
– – 0.04% 202
2013
Q3 		$37K Sell
958
-300
-24% -$11.2K 0.05% 166
2013
Q2 		$42K Buy
+1,258
New +$41.4K 0.06% 147

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

WealthTrust-Arizona's SIRI Position: Q4 2018 in Review

WealthTrust-Arizona increased its SiriusXM (SIRI) stake by 0.18% in Q4 2018, buying an estimated $61 and bringing the position to 560 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #198.

WealthTrust-Arizona first reported a position in SIRI in Q2 2013 and has held it in 23 quarters since. The position peaked at $48K in Q1 2015. 594 funds tracked by Wall St. Rank hold SIRI as of Q4 2018.

  • WealthTrust-Arizona held 560 shares of SiriusXM worth $32K as of Q4 2018.
  • WealthTrust-Arizona bought 1 SiriusXM share in Q4 2018, an estimated $61.
  • SiriusXM made up 0.02% of WealthTrust-Arizona's portfolio in Q4 2018, its #198 holding.
  • WealthTrust-Arizona first reported a position in SiriusXM in Q2 2013 and has held it in 23 quarters since.
  • WealthTrust-Arizona's SiriusXM position peaked at $48K in Q1 2015.
  • 594 funds tracked by Wall St. Rank held SiriusXM as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.