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B. Riley Wealth Advisors’s Alight ALIT Stock Holding History

B. Riley Wealth Advisors’s Portfolio ALIT Stock Details ALIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,945
Closed -$586K – 1045
2025
Q1 		$586K Buy
4,945
+4,145
+518% +$545K 0.02% 700
2024
Q4 		$111K Sell
800
-5,185
-87% -$761K ﹤0.01% 1097
2024
Q3 		$868K Buy
5,985
+540
+10% +$77.5K 0.02% 539
2024
Q2 		$804K Buy
+5,445
New +$906K 0.02% 613

Other funds holding ALIT

SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CH
Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

B. Riley Wealth Advisors's ALIT Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Alight (ALIT) in Q2 2025, closing a stake of 4,945 shares — an estimated $586K sold.

B. Riley Wealth Advisors first reported a position in ALIT in Q2 2024 and held it in 4 quarters. The position peaked at $868K in Q3 2024. 260 funds tracked by Wall St. Rank hold ALIT as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Alight position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,945 Alight shares in Q2 2025, an estimated $586K.
  • B. Riley Wealth Advisors first reported a position in Alight in Q2 2024 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Alight position peaked at $868K in Q3 2024.
  • 260 funds tracked by Wall St. Rank held Alight as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.