WA
SIRI icon

WealthTrust Axiom’s SiriusXM SIRI Stock Holding History

WealthTrust Axiom’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
Q1 		– Sell
-1,013
Closed -$54K – 236
2017
Q4 		$54K Hold
1,013
– – 0.02% 220
2017
Q3 		$55K Hold
1,013
– – 0.02% 213
2017
Q2 		$55K Sell
1,013
-46
-4% -$2.35K 0.02% 218
2017
Q1 		$54K Hold
1,059
– – 0.02% 226
2016
Q4 		$47K Hold
1,059
– – 0.02% 223
2016
Q3 		$44K Hold
1,059
– – 0.02% 220
2016
Q2 		$41K Hold
1,059
– – 0.02% 221
2016
Q1 		$41K Hold
1,059
– – 0.02% 215
2015
Q4 		$43K Buy
+1,059
New +$42.8K 0.02% 216
2015
Q3 		– Sell
-1,009
Closed -$37K – 229
2015
Q2 		$37K Sell
1,009
-50
-5% -$1.94K 0.01% 222
2015
Q1 		$40K Hold
1,059
– – 0.01% 228
2014
Q4 		$37K Sell
1,059
-100
-9% -$3.44K 0.01% 226
2014
Q3 		$40K Hold
1,159
– – 0.01% 222
2014
Q2 		$40K Hold
1,159
– – 0.01% 217
2014
Q1 		$37K Buy
1,159
+133
+13% +$4.7K 0.01% 204
2013
Q4 		$35K Hold
1,026
– – 0.01% 190
2013
Q3 		$39K Hold
1,026
– – 0.02% 179
2013
Q2 		$34K Buy
+1,026
New +$33.7K 0.01% 179

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 1-Year Est. Return