BRWA
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B. Riley Wealth Advisors’s F5 FFIV Stock Holding History

B. Riley Wealth Advisors’s Portfolio FFIV Stock Details FFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,602
Closed -$260K – 753
2018
Q4 		$260K Buy
1,602
+468
+41% +$80.3K 0.04% 483
2018
Q3 		$227K Sell
1,134
-167
-13% -$30.6K 0.03% 605
2018
Q2 		$225K Buy
+1,301
New +$217K 0.03% 570
2015
Q1 		– Sell
-64
Closed -$8 – 1054
2014
Q4 		$8 Buy
+64
New +$7.98K ﹤0.01% 2968
2014
Q3 		– Sell
-3
Closed -$389 – 1077
2014
Q2 		$389 Buy
+3
New +$323 ﹤0.01% 2344

Other funds holding FFIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return