BRWA
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B. Riley Wealth Advisors’s Alcoa AA Stock Holding History

B. Riley Wealth Advisors’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-14,662
Closed -$497K – 1446
2023
Q2 		$497K Buy
14,662
+9,601
+190% +$349K 0.01% 859
2023
Q1 		$215K Buy
+5,061
New +$244K 0.01% 1259
2022
Q2 		– Sell
-2,645
Closed -$239K – 1232
2022
Q1 		$239K Buy
+2,645
New +$192K 0.01% 1132
2016
Q4 		– Sell
-21,122
Closed -$516K – 538
2016
Q3 		$516K Buy
21,122
+4,774
+29% +$116K 0.1% 252
2016
Q2 		$365K Sell
16,348
-360
-2% -$8.42K 0.07% 338
2016
Q1 		$385K Buy
16,708
+2,494
+18% +$50.8K 0.09% 282
2015
Q4 		$338K Buy
14,214
+274
+2% +$6.11K 0.07% 330
2015
Q3 		$325K Sell
13,940
-627
-4% -$14.7K 0.08% 330
2015
Q2 		$392K Sell
14,567
-1,002
-6% -$31.1K 0.1% 262
2015
Q1 		$484K Buy
15,569
+6,090
+64% +$219K 0.12% 232
2014
Q4 		$5.36K Buy
9,479
+144
+2% +$5.58K 0.11% 226
2014
Q3 		$361K Sell
9,335
-14,554
-61% -$571K 0.09% 291
2014
Q2 		$422K Buy
23,889
+12,901
+117% +$423K 0.1% 225
2014
Q1 		$340K Sell
10,988
-3,694
-25% -$103K 0.1% 234
2013
Q4 		$375K Buy
14,682
+335
+2% +$7.43K 0.12% 192
2013
Q3 		$280K Buy
14,347
+21
+0.1% +$406 0.1% 241
2013
Q2 		$269K Buy
+14,326
New +$287K 0.09% 252

Other funds holding AA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return