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B. Riley Wealth Advisors’s Ericsson ERIC Stock Holding History

B. Riley Wealth Advisors’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-80,254
Closed -$506K – 1465
2023
Q4 		$506K Buy
+80,254
New +$407K 0.01% 805
2018
Q3 		– Sell
-15,837
Closed -$122K – 725
2018
Q2 		$122K Sell
15,837
-1,346
-8% -$9.85K 0.02% 641
2018
Q1 		$111K Sell
17,183
-13,045
-43% -$87.8K 0.02% 626
2017
Q4 		$203K Sell
30,228
-3,764
-11% -$23.5K 0.03% 578
2017
Q3 		$196K Sell
33,992
-8,315
-20% -$51.4K 0.03% 497
2017
Q2 		$305K Sell
42,307
-2,426
-5% -$16.4K 0.06% 359
2017
Q1 		$298K Sell
44,733
-2,004
-4% -$12.4K 0.06% 346
2016
Q4 		$274K Sell
46,737
-6,230
-12% -$34.4K 0.06% 369
2016
Q3 		$210K Buy
52,967
+3,330
+7% +$24.1K 0.04% 519
2016
Q2 		$210K Buy
49,637
+16,906
+52% +$139K 0.04% 518
2016
Q1 		$191K Buy
32,731
+13,669
+72% +$126K 0.04% 482
2015
Q4 		$185K Buy
19,062
+2,739
+17% +$26.7K 0.04% 498
2015
Q3 		$161K Buy
16,323
+3,801
+30% +$38.5K 0.04% 489
2015
Q2 		$133K Buy
+12,522
New +$145K 0.03% 484
2015
Q1 		– Sell
-32,284
Closed -$1.97K – 984
2014
Q4 		$1.97K Buy
32,284
+14,767
+84% +$178K 0.04% 566
2014
Q3 		$220K Buy
17,517
+717
+4% +$8.9K 0.06% 477
2014
Q2 		$203K Buy
+16,800
New +$209K 0.05% 448

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

B. Riley Wealth Advisors's ERIC Position: Q1 2024 in Review

B. Riley Wealth Advisors sold out of Ericsson (ERIC) in Q1 2024, closing a stake of 80,254 shares — an estimated $506K sold.

B. Riley Wealth Advisors first reported a position in ERIC in Q2 2014 and held it in 17 quarters. The position peaked at $506K in Q4 2023. 239 funds tracked by Wall St. Rank hold ERIC as of Q1 2024.

  • B. Riley Wealth Advisors reported no remaining Ericsson position as of Q1 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 80,254 Ericsson shares in Q1 2024, an estimated $506K.
  • B. Riley Wealth Advisors first reported a position in Ericsson in Q2 2014 and held it in 17 quarters.
  • B. Riley Wealth Advisors's Ericsson position peaked at $506K in Q4 2023.
  • 239 funds tracked by Wall St. Rank held Ericsson as of Q1 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.