AWM
RIOT icon

Avaii Wealth Management’s Riot Platforms RIOT Stock Holding History

Avaii Wealth Management’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
2024
Q1 		– Sell
-16,725
Closed -$259K – 149
2023
Q4 		$259K Buy
+16,725
New +$202K 0.17% 118

Other funds holding RIOT

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
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avaii Wealth Management's RIOT Position: Q1 2024 in Review

Avaii Wealth Management sold out of Riot Platforms (RIOT) in Q1 2024, closing a stake of 16,725 shares — an estimated $259K sold.

Avaii Wealth Management first reported a position in RIOT in Q4 2023 and held it in 1 quarter. The position peaked at $259K in Q4 2023. 290 funds tracked by Wall St. Rank hold RIOT as of Q1 2024.

  • Avaii Wealth Management reported no remaining Riot Platforms position as of Q1 2024 after selling out during the quarter.
  • Avaii Wealth Management sold 16,725 Riot Platforms shares in Q1 2024, an estimated $259K.
  • Avaii Wealth Management first reported a position in Riot Platforms in Q4 2023 and held it in 1 quarter.
  • Avaii Wealth Management's Riot Platforms position peaked at $259K in Q4 2023.
  • 290 funds tracked by Wall St. Rank held Riot Platforms as of Q1 2024.

Based on Avaii Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.