Western Wealth Management’s SiriusXM SIRI Stock Holding History

Western Wealth Management’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
2022 Q2	–	Sell	-3,692	Closed	-$244K	–	845
2022 Q1	$244K	Buy	3,692 +1,877	+103%	+$118K	0.01%	739
2021 Q4	$115K	Buy	+1,815	New	+$114K	0.01%	591
2021 Q2	$118K	Hold	1,815	–	–	0.01%	613
2021 Q1	$111K	Buy	+1,815	New	+$111K	0.01%	508
2019 Q2	–	Sell	-1,000	Closed	-$56K	–	417
2019 Q1	$56K	Sell	1,000 -20	-2%	-$1.19K	0.01%	376
2018 Q4	$57K	Buy	+1,020	New	+$62K	0.02%	341

Other funds holding SIRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Western Wealth Management's SIRI Position: Q2 2022 in Review

Western Wealth Management sold out of SiriusXM (SIRI) in Q2 2022, closing a stake of 3,692 shares — an estimated $244K sold.

Western Wealth Management first reported a position in SIRI in Q4 2018 and held it in 6 quarters. The position peaked at $244K in Q1 2022. 630 funds tracked by Wall St. Rank hold SIRI as of Q2 2022.

Western Wealth Management reported no remaining SiriusXM position as of Q2 2022 after selling out during the quarter.
Western Wealth Management sold 3,692 SiriusXM shares in Q2 2022, an estimated $244K.
Western Wealth Management first reported a position in SiriusXM in Q4 2018 and held it in 6 quarters.
Western Wealth Management's SiriusXM position peaked at $244K in Q1 2022.
630 funds tracked by Wall St. Rank held SiriusXM as of Q2 2022.

Based on Western Wealth Management's 13F filing for Q2 2022, filed 18 Jul 2022.