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B. Riley Wealth Advisors’s Chemed CHE Stock Holding History

B. Riley Wealth Advisors’s Portfolio CHE Stock Details CHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-629
Closed -$302K – 1036
2020
Q3 		$302K Buy
+629
New +$309K 0.02% 714
2015
Q1 		– Sell
-26
Closed -$3 – 790
2014
Q4 		$3 Buy
+26
New +$2.75K ﹤0.01% 3297

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

B. Riley Wealth Advisors's CHE Position: Q4 2020 in Review

B. Riley Wealth Advisors sold out of Chemed (CHE) in Q4 2020, closing a stake of 629 shares — an estimated $302K sold.

B. Riley Wealth Advisors first reported a position in CHE in Q4 2014 and held it in 2 quarters. The position peaked at $302K in Q3 2020. 442 funds tracked by Wall St. Rank hold CHE as of Q4 2020.

  • B. Riley Wealth Advisors reported no remaining Chemed position as of Q4 2020 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 629 Chemed shares in Q4 2020, an estimated $302K.
  • B. Riley Wealth Advisors first reported a position in Chemed in Q4 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Chemed position peaked at $302K in Q3 2020.
  • 442 funds tracked by Wall St. Rank held Chemed as of Q4 2020.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.