BRWA
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B. Riley Wealth Advisors’s Americold COLD Stock Holding History

B. Riley Wealth Advisors’s Portfolio COLD Stock Details COLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-17,244
Closed -$370K – 1097
2025
Q1 		$370K Buy
17,244
+1,049
+6% +$22.8K 0.01% 875
2024
Q4 		$350K Sell
16,195
-13,634
-46% -$330K 0.01% 812
2024
Q3 		$849K Sell
29,829
-161
-0.5% -$4.6K 0.02% 550
2024
Q2 		$773K Sell
29,990
-999
-3% -$24.5K 0.02% 629
2024
Q1 		$949K Buy
30,989
+1,091
+4% +$29.8K 0.03% 540
2023
Q4 		$912K Sell
29,898
-1,091
-4% -$30.5K 0.02% 561
2023
Q3 		$949K Buy
30,989
+1,426
+5% +$46.1K 0.03% 540
2023
Q2 		$961K Sell
29,563
-130
-0.4% -$3.87K 0.02% 587
2023
Q1 		$851K Buy
29,693
+508
+2% +$15.2K 0.02% 591
2022
Q4 		$833K Buy
+29,185
New +$785K 0.02% 597
2022
Q1 		– Sell
-7,890
Closed -$259K – 1405
2021
Q4 		$259K Buy
+7,890
New +$244K 0.01% 1144
2021
Q1 		– Sell
-10,460
Closed -$391K – 1363
2020
Q4 		$391K Sell
10,460
-356
-3% -$12.8K 0.02% 616
2020
Q3 		$387K Buy
10,816
+1,219
+13% +$46.1K 0.02% 630
2020
Q2 		$349K Hold
9,597
– – 0.02% 579
2020
Q1 		$327K Buy
9,597
+12
+0.1% +$402 0.03% 515
2019
Q4 		$337K Buy
+9,585
New +$353K 0.03% 551

Other funds holding COLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

B. Riley Wealth Advisors's COLD Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Americold (COLD) in Q2 2025, closing a stake of 17,244 shares — an estimated $370K sold.

B. Riley Wealth Advisors first reported a position in COLD in Q4 2019 and held it in 16 quarters. The position peaked at $961K in Q2 2023. 346 funds tracked by Wall St. Rank hold COLD as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Americold position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 17,244 Americold shares in Q2 2025, an estimated $370K.
  • B. Riley Wealth Advisors first reported a position in Americold in Q4 2019 and held it in 16 quarters.
  • B. Riley Wealth Advisors's Americold position peaked at $961K in Q2 2023.
  • 346 funds tracked by Wall St. Rank held Americold as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.