BRWA
FLUX icon

B. Riley Wealth Advisors’s Flux Power FLUX Stock Holding History

B. Riley Wealth Advisors’s Portfolio FLUX Stock Details FLUX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-58,874
Closed -$183K – 1317
2024
Q2 		$183K Sell
58,874
-5,226
-8% -$19.9K ﹤0.01% 1255
2024
Q1 		$221K Buy
64,100
+1,026
+2% +$4.76K 0.01% 1218
2023
Q4 		$259K Sell
63,074
-1,026
-2% -$3.56K 0.01% 1115
2023
Q3 		$221K Buy
64,100
+9,484
+17% +$43.4K 0.01% 1218
2023
Q2 		$235K Buy
54,616
+7,400
+16% +$28.7K 0.01% 1264
2023
Q1 		$229K Buy
47,216
+5,066
+12% +$28.2K 0.01% 1223
2022
Q4 		$167K Sell
42,150
-999
-2% -$4.04K ﹤0.01% 1295
2022
Q3 		$111K Buy
43,149
+2,750
+7% +$7.39K ﹤0.01% 1312
2022
Q2 		$97K Sell
40,399
-4,101
-9% -$10.1K ﹤0.01% 1132
2022
Q1 		$119K Sell
44,500
-435
-1% -$1.32K ﹤0.01% 1277
2021
Q4 		$193K Sell
44,935
-29,375
-40% -$156K 0.01% 1276
2021
Q3 		$378K Sell
74,310
-9,085
-11% -$76.8K 0.01% 924
2021
Q2 		$970K Buy
83,395
+25,560
+44% +$279K 0.03% 516
2021
Q1 		$749K Buy
+57,835
New +$845K 0.03% 571

Other funds holding FLUX

FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Flux Power (FLUX) in Q3 2024, closing a stake of 58,874 shares — an estimated $183K sold.

B. Riley Wealth Advisors first reported a position in FLUX in Q1 2021 and held it in 14 quarters. The position peaked at $970K in Q2 2021. 27 funds tracked by Wall St. Rank hold FLUX as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Flux Power position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 58,874 Flux Power shares in Q3 2024, an estimated $183K.
  • B. Riley Wealth Advisors first reported a position in Flux Power in Q1 2021 and held it in 14 quarters.
  • B. Riley Wealth Advisors's Flux Power position peaked at $970K in Q2 2021.
  • 27 funds tracked by Wall St. Rank held Flux Power as of Q3 2024.

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