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B. Riley Wealth Advisors’s Dole DOLE Stock Holding History

B. Riley Wealth Advisors’s Portfolio DOLE Stock Details DOLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$612K Buy
45,000
+20,000
+80% +$307K 0.02% 620
2024
Q3 		$402K Buy
+25,000
New +$374K 0.01% 832

Other funds holding DOLE

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

B. Riley Wealth Advisors's DOLE Position: Q4 2024 in Review

B. Riley Wealth Advisors increased its Dole (DOLE) stake by 80% in Q4 2024, buying an estimated $307K and bringing the position to 45,000 shares worth $612K. The position accounts for 0.02% of the portfolio, ranked #620.

B. Riley Wealth Advisors first reported a position in DOLE in Q3 2024 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold DOLE as of Q4 2024.

  • B. Riley Wealth Advisors held 45,000 shares of Dole worth $612K as of Q4 2024.
  • B. Riley Wealth Advisors bought 20,000 Dole shares in Q4 2024, an estimated $307K.
  • Dole made up 0.02% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #620 holding.
  • B. Riley Wealth Advisors first reported a position in Dole in Q3 2024 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held Dole as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.