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B. Riley Wealth Advisors’s Vita Coco COCO Stock Holding History

B. Riley Wealth Advisors’s Portfolio COCO Stock Details COCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,710
Closed -$305K – 1431
2024
Q1 		$305K Buy
+11,710
New +$272K 0.01% 1030
2023
Q4 		– Sell
-11,710
Closed -$305K – 1418
2023
Q3 		$305K Buy
+11,710
New +$313K 0.01% 1030

Other funds holding COCO

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Vita Coco (COCO) in Q2 2024, closing a stake of 11,710 shares — an estimated $305K sold.

B. Riley Wealth Advisors first reported a position in COCO in Q3 2023 and held it in 2 quarters. The position peaked at $305K in Q1 2024. 183 funds tracked by Wall St. Rank hold COCO as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Vita Coco position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,710 Vita Coco shares in Q2 2024, an estimated $305K.
  • B. Riley Wealth Advisors first reported a position in Vita Coco in Q3 2023 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Vita Coco position peaked at $305K in Q1 2024.
  • 183 funds tracked by Wall St. Rank held Vita Coco as of Q2 2024.

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