BRWA
CPAY icon

B. Riley Wealth Advisors’s Corpay CPAY Stock Holding History

B. Riley Wealth Advisors’s Portfolio CPAY Stock Details CPAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,062
Closed -$518K – 1641
2023
Q2 		$518K Sell
2,062
-320
-13% -$73K 0.01% 834
2023
Q1 		$502K Sell
2,382
-1,734
-42% -$352K 0.01% 798
2022
Q4 		$756K Buy
4,116
+1,256
+44% +$230K 0.02% 641
2022
Q3 		$505K Sell
2,860
-960
-25% -$206K 0.02% 757
2022
Q2 		$803K Buy
3,820
+3
+0.1% +$714 0.03% 488
2022
Q1 		$951K Buy
3,817
+37
+1% +$8.77K 0.03% 511
2021
Q4 		$846K Buy
3,780
+57
+2% +$13.6K 0.02% 583
2021
Q3 		$966K Buy
3,723
+187
+5% +$48.4K 0.03% 527
2021
Q2 		$920K Buy
3,536
+211
+6% +$58.4K 0.03% 537
2021
Q1 		$898K Buy
3,325
+205
+7% +$55.7K 0.03% 513
2020
Q4 		$852K Sell
3,120
-757
-20% -$194K 0.05% 379
2020
Q3 		$946K Buy
3,877
+1,096
+39% +$271K 0.05% 322
2020
Q2 		$700K Sell
2,781
-514
-16% -$122K 0.05% 355
2020
Q1 		$616K Buy
+3,295
New +$909K 0.05% 338
2019
Q3 		– Sell
-5,609
Closed -$1.58M – 859
2019
Q2 		$1.58M Buy
+5,609
New +$1.47M 0.17% 125
2015
Q1 		– Sell
-3,088
Closed -$2.33K – 2037
2014
Q4 		$2.33K Buy
3,088
+1,517
+97% +$219K 0.05% 509
2014
Q3 		$223K Buy
1,571
+389
+33% +$53.6K 0.06% 473
2014
Q2 		$156K Buy
+1,182
New +$144K 0.04% 542

Other funds holding CPAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return