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B. Riley Wealth Advisors’s Alta Equipment Group ALTG Stock Holding History

B. Riley Wealth Advisors’s Portfolio ALTG Stock Details ALTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,326
Closed -$190K – 1449
2023
Q4 		$190K Buy
+15,326
New +$165K 0.01% 1272
2022
Q4 		– Sell
-14,006
Closed -$155K – 1495
2022
Q3 		$155K Buy
+14,006
New +$161K ﹤0.01% 1275

Other funds holding ALTG

VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

B. Riley Wealth Advisors's ALTG Position: Q1 2024 in Review

B. Riley Wealth Advisors sold out of Alta Equipment Group (ALTG) in Q1 2024, closing a stake of 15,326 shares — an estimated $190K sold.

B. Riley Wealth Advisors first reported a position in ALTG in Q3 2022 and held it in 2 quarters. The position peaked at $190K in Q4 2023. 123 funds tracked by Wall St. Rank hold ALTG as of Q1 2024.

  • B. Riley Wealth Advisors reported no remaining Alta Equipment Group position as of Q1 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 15,326 Alta Equipment Group shares in Q1 2024, an estimated $190K.
  • B. Riley Wealth Advisors first reported a position in Alta Equipment Group in Q3 2022 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Alta Equipment Group position peaked at $190K in Q4 2023.
  • 123 funds tracked by Wall St. Rank held Alta Equipment Group as of Q1 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.