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B. Riley Wealth Advisors’s First Industrial Realty Trust FR Stock Holding History

B. Riley Wealth Advisors’s Portfolio FR Stock Details FR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,587
Closed -$220K – 1473
2024
Q1 		$220K Buy
+4,587
New +$242K 0.01% 1220
2023
Q4 		– Sell
-4,587
Closed -$220K – 1437
2023
Q3 		$220K Buy
+4,587
New +$236K 0.01% 1220
2022
Q1 		– Sell
-6,482
Closed -$429K – 1430
2021
Q4 		$429K Buy
6,482
+1,042
+19% +$62.7K 0.01% 901
2021
Q3 		$284K Buy
+5,440
New +$296K 0.01% 1067
2015
Q1 		– Sell
-305
Closed -$6 – 1073
2014
Q4 		$6 Buy
+305
New +$5.87K ﹤0.01% 3081
2014
Q3 		– Sell
-305
Closed -$5.75K – 1098
2014
Q2 		$5.75K Buy
+305
New +$5.69K ﹤0.01% 1991

Other funds holding FR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of First Industrial Realty Trust (FR) in Q2 2024, closing a stake of 4,587 shares — an estimated $220K sold.

B. Riley Wealth Advisors first reported a position in FR in Q2 2014 and held it in 6 quarters. The position peaked at $429K in Q4 2021. 382 funds tracked by Wall St. Rank hold FR as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining First Industrial Realty Trust position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,587 First Industrial Realty Trust shares in Q2 2024, an estimated $220K.
  • B. Riley Wealth Advisors first reported a position in First Industrial Realty Trust in Q2 2014 and held it in 6 quarters.
  • B. Riley Wealth Advisors's First Industrial Realty Trust position peaked at $429K in Q4 2021.
  • 382 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2024.

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