BRWA
ASM

B. Riley Wealth Advisors’s Avino Silver & Gold Mines ASM Stock Holding History

B. Riley Wealth Advisors’s Portfolio ASM Stock Details ASM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,400
Closed -$6.86K – 1469
2023
Q2 		$6.86K Buy
+10,400
New +$8.19K ﹤0.01% 1531

Other funds holding ASM

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

B. Riley Wealth Advisors's ASM Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Avino Silver & Gold Mines (ASM) in Q3 2023, closing a stake of 10,400 shares — an estimated $6.86K sold.

B. Riley Wealth Advisors first reported a position in ASM in Q2 2023 and held it in 1 quarter. The position peaked at $6.86K in Q2 2023. 21 funds tracked by Wall St. Rank hold ASM as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Avino Silver & Gold Mines position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,400 Avino Silver & Gold Mines shares in Q3 2023, an estimated $6.86K.
  • B. Riley Wealth Advisors first reported a position in Avino Silver & Gold Mines in Q2 2023 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Avino Silver & Gold Mines position peaked at $6.86K in Q2 2023.
  • 21 funds tracked by Wall St. Rank held Avino Silver & Gold Mines as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.