B. Riley Wealth Advisors’s ABB Ltd ABB Stock Holding History

B. Riley Wealth Advisors’s Portfolio ABB Stock Details ABB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-17,241	Closed	-$677K	–	1663
2023 Q2	$677K	Buy	+17,241	New	+$614K	0.02%	726
2020 Q4	–	Sell	-56,665	Closed	-$1.44M	–	1104
2020 Q3	$1.44M	Buy	56,665 +105	+0.2%	+$2.68K	0.08%	253
2020 Q2	$1.28M	Sell	56,560 -2,209	-4%	-$42.5K	0.09%	234
2020 Q1	$1.01M	Buy	58,769 +2,364	+4%	+$51.6K	0.09%	235
2019 Q4	$1.36M	Buy	56,405 +27,741	+97%	+$594K	0.12%	198
2019 Q3	$565K	Buy	28,664 +1,435	+5%	+$27.4K	0.06%	370
2019 Q2	$546K	Buy	+27,229	New	+$530K	0.06%	349
2015 Q1	–	Sell	-1,337	Closed	-$28	–	2132
2014 Q4	$28	Buy	+1,337	New	+$28.9K	﹤0.01%	2404

Other funds holding ABB

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northeast Investment Management Boston, Massachusetts $2.42B AUM 22.77% 1-Year Est. Return

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return

Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return

RhumbLine Advisers

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Valicenti Advisory Services Elmira, New York $459M AUM 29.64% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return