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B. Riley Wealth Advisors’s First American FAF Stock Holding History

B. Riley Wealth Advisors’s Portfolio FAF Stock Details FAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-7,498
Closed -$443K – 863
2019
Q3 		$443K Buy
7,498
+990
+15% +$56.7K 0.04% 443
2019
Q2 		$351K Buy
6,508
+2,071
+47% +$113K 0.04% 504
2019
Q1 		$229K Buy
+4,437
New +$220K 0.03% 602
2015
Q1 		– Sell
-492
Closed -$17 – 1030
2014
Q4 		$17 Buy
+492
New +$15.1K ﹤0.01% 2623
2014
Q3 		– Sell
-511
Closed -$14.2K – 1052
2014
Q2 		$14.2K Buy
+511
New +$13.9K ﹤0.01% 1632

Other funds holding FAF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

B. Riley Wealth Advisors's FAF Position: Q4 2019 in Review

B. Riley Wealth Advisors sold out of First American (FAF) in Q4 2019, closing a stake of 7,498 shares — an estimated $443K sold.

B. Riley Wealth Advisors first reported a position in FAF in Q2 2014 and held it in 5 quarters. The position peaked at $443K in Q3 2019. 438 funds tracked by Wall St. Rank hold FAF as of Q4 2019.

  • B. Riley Wealth Advisors reported no remaining First American position as of Q4 2019 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7,498 First American shares in Q4 2019, an estimated $443K.
  • B. Riley Wealth Advisors first reported a position in First American in Q2 2014 and held it in 5 quarters.
  • B. Riley Wealth Advisors's First American position peaked at $443K in Q3 2019.
  • 438 funds tracked by Wall St. Rank held First American as of Q4 2019.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.