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B. Riley Wealth Advisors’s Eagle Materials EXP Stock Holding History

B. Riley Wealth Advisors’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,464
Closed -$411K – 1457
2024
Q1 		$411K Buy
2,464
+240
+11% +$56.7K 0.01% 896
2023
Q4 		$452K Sell
2,224
-240
-10% -$42.2K 0.01% 866
2023
Q3 		$411K Sell
2,464
-918
-27% -$167K 0.01% 896
2023
Q2 		$631K Buy
3,382
+1,619
+92% +$258K 0.01% 751
2023
Q1 		$259K Buy
+1,763
New +$250K 0.01% 1142
2022
Q3 		– Sell
-2,777
Closed -$307K – 1476
2022
Q2 		$307K Buy
2,777
+35
+1% +$4.31K 0.01% 871
2022
Q1 		$354K Buy
2,742
+448
+20% +$63.5K 0.01% 933
2021
Q4 		$383K Buy
2,294
+128
+6% +$19.7K 0.01% 950
2021
Q3 		$285K Sell
2,166
-42
-2% -$6.03K 0.01% 1066
2021
Q2 		$314K Sell
2,208
-1,936
-47% -$278K 0.01% 999
2021
Q1 		$558K Buy
+4,144
New +$502K 0.02% 681
2017
Q3 		– Sell
-26,921
Closed -$2.49M – 550
2017
Q2 		$2.49M Sell
26,921
-13,154
-33% -$1.26M 0.45% 51
2017
Q1 		$3.89M Sell
40,075
-1,291
-3% -$132K 0.78% 26
2016
Q4 		$4.08M Sell
41,366
-39,384
-49% -$3.54M 0.83% 20
2016
Q3 		$6.24M Sell
80,750
-47,244
-37% -$3.79M 1.22% 6
2016
Q2 		$9.88M Buy
127,994
+18,534
+17% +$1.4M 1.98% 3
2016
Q1 		$7.67M Sell
109,460
-17,181
-14% -$1M 1.77% 2
2015
Q4 		$7.65M Buy
126,641
+55,443
+78% +$3.69M 1.55% 4
2015
Q3 		$4.87M Buy
71,198
+12,186
+21% +$951K 1.17% 6
2015
Q2 		$4.51M Buy
+59,012
New +$4.88M 1.12% 7
2015
Q1 		– Sell
-100
Closed -$8 – 1024
2014
Q4 		$8 Buy
+100
New +$8.46K ﹤0.01% 2967
2014
Q3 		– Sell
-400
Closed -$37.7K – 1044
2014
Q2 		$37.7K Buy
+400
New +$35K 0.01% 1154
2013
Q4 		– Sell
-2,992
Closed -$217K – 690
2013
Q3 		$217K Buy
+2,992
New +$203K 0.07% 308

Other funds holding EXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Eagle Materials (EXP) in Q2 2024, closing a stake of 2,464 shares — an estimated $411K sold.

B. Riley Wealth Advisors first reported a position in EXP in Q3 2013 and held it in 23 quarters. The position peaked at $9.88M in Q2 2016. 469 funds tracked by Wall St. Rank hold EXP as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Eagle Materials position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,464 Eagle Materials shares in Q2 2024, an estimated $411K.
  • B. Riley Wealth Advisors first reported a position in Eagle Materials in Q3 2013 and held it in 23 quarters.
  • B. Riley Wealth Advisors's Eagle Materials position peaked at $9.88M in Q2 2016.
  • 469 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2024.

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