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B. Riley Wealth Advisors’s Factset FDS Stock Holding History

B. Riley Wealth Advisors’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-497
Closed -$203K – 1315
2024
Q2 		$203K Sell
497
-247
-33% -$105K 0.01% 1231
2024
Q1 		$325K Buy
744
+258
+53% +$120K 0.01% 1008
2023
Q4 		$232K Sell
486
-258
-35% -$116K 0.01% 1182
2023
Q3 		$325K Buy
+744
New +$317K 0.01% 1008
2015
Q1 		– Sell
-694
Closed -$98 – 1045
2014
Q4 		$98 Buy
+694
New +$92.1K ﹤0.01% 1757
2014
Q3 		– Sell
-710
Closed -$85.4K – 1066
2014
Q2 		$85.4K Buy
+710
New +$77.1K 0.02% 791

Other funds holding FDS

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Riley Wealth Advisors's FDS Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Factset (FDS) in Q3 2024, closing a stake of 497 shares — an estimated $203K sold.

B. Riley Wealth Advisors first reported a position in FDS in Q2 2014 and held it in 6 quarters. The position peaked at $325K in Q1 2024. 829 funds tracked by Wall St. Rank hold FDS as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Factset position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 497 Factset shares in Q3 2024, an estimated $203K.
  • B. Riley Wealth Advisors first reported a position in Factset in Q2 2014 and held it in 6 quarters.
  • B. Riley Wealth Advisors's Factset position peaked at $325K in Q1 2024.
  • 829 funds tracked by Wall St. Rank held Factset as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.