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B. Riley Wealth Advisors’s EuroDry EDRY Stock Holding History

B. Riley Wealth Advisors’s Portfolio EDRY Stock Details EDRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$112K Buy
+10,003
New +$157K ﹤0.01% 1095
2023
Q1 		– Sell
-10,000
Closed -$172K – 1548
2022
Q4 		$172K Buy
+10,000
New +$154K ﹤0.01% 1291

Other funds holding EDRY

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

B. Riley Wealth Advisors opened a new position in EuroDry (EDRY) in Q4 2024: 10,003 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #1095 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in EDRY as recently as Q4 2022.

B. Riley Wealth Advisors first reported a position in EDRY in Q4 2022 and has held it in 2 quarters since. The position peaked at $172K in Q4 2022. 10 funds tracked by Wall St. Rank hold EDRY as of Q4 2024.

  • B. Riley Wealth Advisors held 10,003 shares of EuroDry worth $112K as of Q4 2024.
  • EuroDry was a new B. Riley Wealth Advisors position in Q4 2024.
  • EuroDry made up ﹤0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #1095 holding.
  • B. Riley Wealth Advisors first reported a position in EuroDry in Q4 2022 and has held it in 2 quarters since.
  • B. Riley Wealth Advisors's EuroDry position peaked at $172K in Q4 2022.
  • 10 funds tracked by Wall St. Rank held EuroDry as of Q4 2024.

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