B. Riley Wealth Advisors’s Cornerstone Strategic Value Fund CLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $69.4K | Buy |
+10,850
| New | +$76.1K | ﹤0.01% | 1023 |
|
|
2024
Q3 | – | Sell |
-14,911
| Closed | -$113K | – | 1292 |
|
|
2024
Q2 | $113K | Buy |
14,911
+1,526
| +11% | +$11.3K | ﹤0.01% | 1305 |
|
|
2024
Q1 | $106K | Sell |
13,385
-875
| -6% | -$6.24K | ﹤0.01% | 1355 |
|
|
2023
Q4 | $101K | Buy |
14,260
+875
| +7% | +$6.24K | ﹤0.01% | 1317 |
|
|
2023
Q3 | $106K | Buy |
13,385
+912
| +7% | +$7.51K | ﹤0.01% | 1355 |
|
|
2023
Q2 | $104K | Sell |
12,473
-478
| -4% | -$3.73K | ﹤0.01% | 1432 |
|
|
2023
Q1 | $101K | Sell |
12,951
-3,385
| -21% | -$26.3K | ﹤0.01% | 1382 |
|
|
2022
Q4 | $121K | Buy |
+16,336
| New | +$132K | ﹤0.01% | 1337 |
|
|
2022
Q1 | – | Sell |
-66,110
| Closed | -$930K | – | 1404 |
|
|
2021
Q4 | $930K | Buy |
66,110
+22,036
| +50% | +$299K | 0.03% | 549 |
|
|
2021
Q3 | $556K | Sell |
44,074
-32,871
| -43% | -$401K | 0.02% | 724 |
|
|
2021
Q2 | $880K | Buy |
76,945
+30,319
| +65% | +$355K | 0.03% | 551 |
|
|
2021
Q1 | $619K | Buy |
46,626
+22,651
| +94% | +$288K | 0.02% | 635 |
|
|
2020
Q4 | $277K | Buy |
+23,975
| New | +$265K | 0.01% | 802 |
|
|
2020
Q3 | – | Sell |
-18,467
| Closed | -$186K | – | 953 |
|
|
2020
Q2 | $186K | Buy |
+18,467
| New | +$175K | 0.01% | 780 |
|
|
2020
Q1 | – | Sell |
-65,724
| Closed | -$726K | – | 812 |
|
|
2019
Q4 | $726K | Buy |
65,724
+32,212
| +96% | +$355K | 0.06% | 313 |
|
|
2019
Q3 | $375K | Buy |
+33,512
| New | +$383K | 0.04% | 510 |
|
|
2017
Q1 | – | Sell |
-19,909
| Closed | -$298K | – | 528 |
|
|
2016
Q4 | $298K | Buy |
19,909
+934
| +5% | +$13.7K | 0.06% | 352 |
|
|
2016
Q3 | $279K | Sell |
18,975
-5,817
| -23% | -$94.3K | 0.05% | 422 |
|
|
2016
Q2 | $400K | Buy |
24,792
+1,230
| +5% | +$19.3K | 0.08% | 313 |
|
|
2016
Q1 | $340K | Sell |
23,562
-1,016
| -4% | -$13.8K | 0.08% | 313 |
|
|
2015
Q4 | $379K | Sell |
24,578
-1,372
| -5% | -$22.2K | 0.08% | 300 |
|
|
2015
Q3 | $402K | Buy |
25,950
+15,027
| +138% | +$269K | 0.1% | 270 |
|
|
2015
Q2 | $225K | Sell |
10,923
-3,956
| -27% | -$86.4K | 0.06% | 418 |
|
|
2015
Q1 | $313K | Sell |
14,879
-19,307
| -56% | -$397K | 0.08% | 338 |
|
|
2014
Q4 | $3.73M | Buy |
34,186
+17,474
| +105% | +$353K | 0.08% | 311 |
|
|
2014
Q3 | $384K | Sell |
16,712
-15,189
| -48% | -$363K | 0.1% | 273 |
|
|
2014
Q2 | $383K | Buy |
31,901
+16,332
| +105% | +$403K | 0.09% | 249 |
|
|
2014
Q1 | $397K | Hold |
15,569
| – | – | 0.12% | 196 |
|
|
2013
Q4 | $405K | Sell |
15,569
-310
| -2% | -$8.45K | 0.13% | 177 |
|
|
2013
Q3 | $448K | Hold |
15,879
| – | – | 0.15% | 159 |
|
|
2013
Q2 | $457K | Buy |
+15,879
| New | +$452K | 0.16% | 158 |
|
Other funds holding CLM
WAM
B. Riley Wealth Advisors's CLM Position: Q3 2026 in Review
B. Riley Wealth Advisors opened a new position in Cornerstone Strategic Value Fund (CLM) in Q3 2026: 10,850 shares worth $69.4K. The stake represents ﹤0.01% of the portfolio and ranks #1023 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in CLM as recently as Q2 2024.
B. Riley Wealth Advisors first reported a position in CLM in Q2 2013 and has held it in 31 quarters since. The position peaked at $3.73M in Q4 2014. 111 funds tracked by Wall St. Rank hold CLM as of Q3 2026.
- B. Riley Wealth Advisors held 10,850 shares of Cornerstone Strategic Value Fund worth $69.4K as of Q3 2026.
- Cornerstone Strategic Value Fund was a new B. Riley Wealth Advisors position in Q3 2026.
- Cornerstone Strategic Value Fund made up ﹤0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #1023 holding.
- B. Riley Wealth Advisors first reported a position in Cornerstone Strategic Value Fund in Q2 2013 and has held it in 31 quarters since.
- B. Riley Wealth Advisors's Cornerstone Strategic Value Fund position peaked at $3.73M in Q4 2014.
- 111 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q3 2026.
Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.