BRWA
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B. Riley Wealth Advisors’s dLocal DLO Stock Holding History

B. Riley Wealth Advisors’s Portfolio DLO Stock Details DLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,826
Closed -$284K – 1443
2024
Q1 		$284K Buy
+14,826
New +$248K 0.01% 1063
2023
Q4 		– Sell
-14,826
Closed -$284K – 1425
2023
Q3 		$284K Buy
+14,826
New +$252K 0.01% 1063

Other funds holding DLO

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
MP
Marcho Partners London, United Kingdom $124M AUM 15.03% 1-Year Est. Return
RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BCM
Bond Capital Management San Francisco, California $110M AUM 16.91% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of dLocal (DLO) in Q2 2024, closing a stake of 14,826 shares — an estimated $284K sold.

B. Riley Wealth Advisors first reported a position in DLO in Q3 2023 and held it in 2 quarters. The position peaked at $284K in Q1 2024. 111 funds tracked by Wall St. Rank hold DLO as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining dLocal position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 14,826 dLocal shares in Q2 2024, an estimated $284K.
  • B. Riley Wealth Advisors first reported a position in dLocal in Q3 2023 and held it in 2 quarters.
  • B. Riley Wealth Advisors's dLocal position peaked at $284K in Q1 2024.
  • 111 funds tracked by Wall St. Rank held dLocal as of Q2 2024.

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