YorkBridge Wealth Partners’s SiriusXM SIRI Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-215	Closed	-$12K	–	557
2019 Q2	$12K	Hold	215	–	–	0.01%	526
2019 Q1	$12K	Hold	215	–	–	0.01%	558
2018 Q4	$12K	Sell	215 -50	-19%	-$3.04K	0.01%	550
2018 Q3	$17K	Hold	265	–	–	0.01%	554
2018 Q2	$18K	Hold	265	–	–	0.01%	560
2018 Q1	$17K	Hold	265	–	–	0.01%	566
2017 Q4	$16K	Hold	265	–	–	0.01%	581
2017 Q3	$15K	Hold	265	–	–	0.01%	591
2017 Q2	$14K	Buy	265 +15	+6%	+$766	0.01%	587
2017 Q1	$12K	Sell	250 -330	-57%	-$16.2K	0.01%	597
2016 Q4	$27K	Buy	+580	New	+$25.2K	0.02%	432

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

YorkBridge Wealth Partners's SIRI Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of SiriusXM (SIRI) in Q3 2019, closing a stake of 215 shares — an estimated $12K sold.

YorkBridge Wealth Partners first reported a position in SIRI in Q4 2016 and held it in 11 quarters. The position peaked at $27K in Q4 2016. 588 funds tracked by Wall St. Rank hold SIRI as of Q3 2019.

YorkBridge Wealth Partners reported no remaining SiriusXM position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 215 SiriusXM shares in Q3 2019, an estimated $12K.
YorkBridge Wealth Partners first reported a position in SiriusXM in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's SiriusXM position peaked at $27K in Q4 2016.
588 funds tracked by Wall St. Rank held SiriusXM as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.