BRWA
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B. Riley Wealth Advisors’s Celsius Holdings CELH Stock Holding History

B. Riley Wealth Advisors’s Portfolio CELH Stock Details CELH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,432
Closed -$298K – 1091
2025
Q2 		$298K Buy
+6,432
New +$248K 0.01% 719
2024
Q3 		– Sell
-9,917
Closed -$566K – 1287
2024
Q2 		$566K Buy
9,917
+7,234
+270% +$547K 0.01% 764
2024
Q1 		$460K Sell
2,683
-4,618
-63% -$317K 0.01% 832
2023
Q4 		$398K Sell
7,301
-748
-9% -$39.9K 0.01% 926
2023
Q3 		$460K Sell
8,049
-228
-3% -$12.8K 0.01% 832
2023
Q2 		$412K Sell
8,277
-654
-7% -$26K 0.01% 958
2023
Q1 		$277K Sell
8,931
-2,247
-20% -$70.9K 0.01% 1115
2022
Q4 		$388K Sell
11,178
-2,556
-19% -$83.4K 0.01% 897
2022
Q3 		$416K Buy
+13,734
New +$430K 0.01% 840

Other funds holding CELH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return