B. Riley Wealth Advisors’s Donaldson DCI Stock Holding History

B. Riley Wealth Advisors’s Portfolio DCI Stock Details DCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,821	Closed	-$202K	–	1297
2024 Q2	$202K	Buy	+2,821	New	+$207K	0.01%	1236
2015 Q1	–	Sell	-102	Closed	-$4K	–	877
2014 Q4	$4K	Buy	+102	New	+$4.05K	﹤0.01%	3209
2014 Q3	–	Sell	-311	Closed	-$13.1K	–	909
2014 Q2	$13.1K	Buy	+311	New	+$13K	﹤0.01%	1665

Other funds holding DCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

B. Riley Wealth Advisors's DCI Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Donaldson (DCI) in Q3 2024, closing a stake of 2,821 shares — an estimated $202K sold.

B. Riley Wealth Advisors first reported a position in DCI in Q2 2014 and held it in 3 quarters. The position peaked at $202K in Q2 2024. 535 funds tracked by Wall St. Rank hold DCI as of Q3 2024.

B. Riley Wealth Advisors reported no remaining Donaldson position as of Q3 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 2,821 Donaldson shares in Q3 2024, an estimated $202K.
B. Riley Wealth Advisors first reported a position in Donaldson in Q2 2014 and held it in 3 quarters.
B. Riley Wealth Advisors's Donaldson position peaked at $202K in Q2 2024.
535 funds tracked by Wall St. Rank held Donaldson as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.