Arete Wealth Advisors’s Riot Platforms RIOT Stock Holding History

Arete Wealth Advisors’s Portfolio RIOT Stock Details RIOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-16,380	Closed	-$194K	–	661
2023 Q2	$194K	Buy	+16,380	New	+$183K	0.02%	601
2023 Q1	–	Sell	-11,050	Closed	-$37.5M	–	708
2022 Q4	$37.5M	Sell	11,050 -1,000	-8%	-$5.16K	﹤0.01%	607
2022 Q3	$84K	Buy	+12,050	New	+$84.8K	0.01%	543

Other funds holding RIOT

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Arete Wealth Advisors's RIOT Position: Q3 2023 in Review

Arete Wealth Advisors sold out of Riot Platforms (RIOT) in Q3 2023, closing a stake of 16,380 shares — an estimated $194K sold.

Arete Wealth Advisors first reported a position in RIOT in Q3 2022 and held it in 3 quarters. The position peaked at $37.5M in Q4 2022. 226 funds tracked by Wall St. Rank hold RIOT as of Q3 2023.

Arete Wealth Advisors reported no remaining Riot Platforms position as of Q3 2023 after selling out during the quarter.
Arete Wealth Advisors sold 16,380 Riot Platforms shares in Q3 2023, an estimated $194K.
Arete Wealth Advisors first reported a position in Riot Platforms in Q3 2022 and held it in 3 quarters.
Arete Wealth Advisors's Riot Platforms position peaked at $37.5M in Q4 2022.
226 funds tracked by Wall St. Rank held Riot Platforms as of Q3 2023.

Based on Arete Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.