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Wipfli Financial Advisors’s SiriusXM SIRI Stock Holding History

Wipfli Financial 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
2022
Q3 		$82K Buy
+1,438
New +$90.4K 0.01% 826

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wipfli Financial Advisors's SIRI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in SiriusXM (SIRI) in Q3 2022: 1,438 shares worth $82K. The stake represents 0.01% of the portfolio and ranks #826 among its holdings.

634 funds tracked by Wall St. Rank hold SIRI as of Q3 2022.

  • Wipfli Financial Advisors held 1,438 shares of SiriusXM worth $82K as of Q3 2022.
  • SiriusXM was a new Wipfli Financial Advisors position in Q3 2022.
  • SiriusXM made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #826 holding.
  • 634 funds tracked by Wall St. Rank held SiriusXM as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.