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Winthrop Advisory Group’s SiriusXM SIRI Stock Holding History

Winthrop Advisory Group’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
2020
Q1 		– Sell
-1,120
Closed -$80K – 96
2019
Q4 		$80K Sell
1,120
-253
-18% -$17K 0.03% 99
2019
Q3 		$86K Hold
1,373
– – 0.03% 95
2019
Q2 		$77K Sell
1,373
-192
-12% -$10.9K 0.03% 86
2019
Q1 		$90K Sell
1,565
-15
-0.9% -$894 0.04% 92
2018
Q4 		$90K Sell
1,580
-318
-17% -$19.3K 0.05% 85
2018
Q3 		$120K Hold
1,898
– – 0.07% 87
2018
Q2 		$128K Buy
1,898
+213
+13% +$14.4K 0.08% 79
2018
Q1 		$106K Sell
1,685
-76
-4% -$4.56K 0.07% 77
2017
Q4 		$98K Buy
+1,761
New +$97.3K 0.07% 78

Other funds holding SIRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Winthrop Advisory Group's SIRI Position: Q1 2020 in Review

Winthrop Advisory Group sold out of SiriusXM (SIRI) in Q1 2020, closing a stake of 1,120 shares — an estimated $80K sold.

Winthrop Advisory Group first reported a position in SIRI in Q4 2017 and held it in 9 quarters. The position peaked at $128K in Q2 2018. 630 funds tracked by Wall St. Rank hold SIRI as of Q1 2020.

  • Winthrop Advisory Group reported no remaining SiriusXM position as of Q1 2020 after selling out during the quarter.
  • Winthrop Advisory Group sold 1,120 SiriusXM shares in Q1 2020, an estimated $80K.
  • Winthrop Advisory Group first reported a position in SiriusXM in Q4 2017 and held it in 9 quarters.
  • Winthrop Advisory Group's SiriusXM position peaked at $128K in Q2 2018.
  • 630 funds tracked by Wall St. Rank held SiriusXM as of Q1 2020.

Based on Winthrop Advisory Group's 13F filing for Q1 2020, filed 17 Apr 2020.