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B. Riley Wealth Advisors’s Caledonia Mining Corp CMCL Stock Holding History

B. Riley Wealth Advisors’s Portfolio CMCL Stock Details CMCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,705
Closed -$135K – 1426
2024
Q1 		$135K Sell
13,705
-7
-0.1% -$75 ﹤0.01% 1325
2023
Q4 		$167K Buy
13,712
+7
+0.1% +$81 ﹤0.01% 1286
2023
Q3 		$135K Sell
13,705
-2,448
-15% -$27.1K ﹤0.01% 1325
2023
Q2 		$188K Buy
16,153
+11
+0.1% +$154 ﹤0.01% 1369
2023
Q1 		$245K Buy
16,142
+11
+0.1% +$154 0.01% 1177
2022
Q4 		$200K Buy
16,131
+14
+0.1% +$155 0.01% 1274
2022
Q3 		$159K Buy
16,117
+13
+0.1% +$133 ﹤0.01% 1272
2022
Q2 		$177K Sell
16,104
-3
-0% -$41 0.01% 1056
2022
Q1 		$245K Sell
16,107
-187
-1% -$2.36K 0.01% 1107
2021
Q4 		$190K Buy
16,294
+416
+3% +$5.18K 0.01% 1278
2021
Q3 		$193K Sell
15,878
-140
-0.9% -$1.7K 0.01% 1252
2021
Q2 		$194K Buy
16,018
+4,453
+39% +$62.6K 0.01% 1223
2021
Q1 		$166K Buy
11,565
+6
+0.1% +$92 0.01% 1223
2020
Q4 		$184K Buy
11,559
+1,205
+12% +$19.9K 0.01% 937
2020
Q3 		$176K Buy
10,354
+353
+4% +$7.01K 0.01% 854
2020
Q2 		$174K Buy
+10,001
New +$139K 0.01% 785

Other funds holding CMCL

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.86B AUM 130.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

B. Riley Wealth Advisors's CMCL Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Caledonia Mining Corp (CMCL) in Q2 2024, closing a stake of 13,705 shares — an estimated $135K sold.

B. Riley Wealth Advisors first reported a position in CMCL in Q2 2020 and held it in 16 quarters. The position peaked at $245K in Q1 2023. 60 funds tracked by Wall St. Rank hold CMCL as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Caledonia Mining Corp position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 13,705 Caledonia Mining Corp shares in Q2 2024, an estimated $135K.
  • B. Riley Wealth Advisors first reported a position in Caledonia Mining Corp in Q2 2020 and held it in 16 quarters.
  • B. Riley Wealth Advisors's Caledonia Mining Corp position peaked at $245K in Q1 2023.
  • 60 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.