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B. Riley Wealth Advisors’s Crown Holdings CCK Stock Holding History

B. Riley Wealth Advisors’s Portfolio CCK Stock Details CCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,280
Closed -$459K – 1513
2023
Q2 		$459K Buy
+5,280
New +$435K 0.01% 893
2015
Q1 		– Sell
-15
Closed -$1 – 777
2014
Q4 		$1 Buy
+15
New +$723 ﹤0.01% 3525

Other funds holding CCK

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Crown Holdings (CCK) in Q3 2023, closing a stake of 5,280 shares — an estimated $459K sold.

B. Riley Wealth Advisors first reported a position in CCK in Q4 2014 and held it in 2 quarters. The position peaked at $459K in Q2 2023. 480 funds tracked by Wall St. Rank hold CCK as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Crown Holdings position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,280 Crown Holdings shares in Q3 2023, an estimated $459K.
  • B. Riley Wealth Advisors first reported a position in Crown Holdings in Q4 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Crown Holdings position peaked at $459K in Q2 2023.
  • 480 funds tracked by Wall St. Rank held Crown Holdings as of Q3 2023.

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