BRWA
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B. Riley Wealth Advisors’s Academy Sports + Outdoors ASO Stock Holding History

B. Riley Wealth Advisors’s Portfolio ASO Stock Details ASO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-9,923
Closed -$530K – 1270
2024
Q2 		$530K Sell
9,923
-2,152
-18% -$122K 0.01% 788
2024
Q1 		$572K Buy
12,075
+993
+9% +$66.9K 0.02% 730
2023
Q4 		$732K Sell
11,082
-993
-8% -$50.4K 0.02% 641
2023
Q3 		$572K Sell
12,075
-2,100
-15% -$112K 0.02% 730
2023
Q2 		$767K Sell
14,175
-4,261
-23% -$245K 0.02% 668
2023
Q1 		$1.2M Sell
18,436
-1,106
-6% -$65.2K 0.03% 485
2022
Q4 		$1.03M Buy
19,542
+2,675
+16% +$128K 0.03% 526
2022
Q3 		$712K Buy
+16,867
New +$739K 0.02% 627
2022
Q2 		– Sell
-12,724
Closed -$502K – 1243
2022
Q1 		$502K Buy
+12,724
New +$467K 0.02% 744

Other funds holding ASO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return