BRWA
GP

B. Riley Wealth Advisors’s GreenPower Motor Co GP Stock Holding History

B. Riley Wealth Advisors’s Portfolio GP Stock Details GP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,559
Closed -$27K – 1562
2022
Q4 		$27K Buy
1,559
+400
+35% +$8.97K ﹤0.01% 1437
2022
Q3 		$27K Buy
+1,159
New +$36.6K ﹤0.01% 1409

Other funds holding GP

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

B. Riley Wealth Advisors's GP Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of GreenPower Motor Co (GP) in Q1 2023, closing a stake of 1,559 shares — an estimated $27K sold.

B. Riley Wealth Advisors first reported a position in GP in Q3 2022 and held it in 2 quarters. The position peaked at $27K in Q3 2022. 22 funds tracked by Wall St. Rank hold GP as of Q1 2023.

  • B. Riley Wealth Advisors reported no remaining GreenPower Motor Co position as of Q1 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,559 GreenPower Motor Co shares in Q1 2023, an estimated $27K.
  • B. Riley Wealth Advisors first reported a position in GreenPower Motor Co in Q3 2022 and held it in 2 quarters.
  • B. Riley Wealth Advisors's GreenPower Motor Co position peaked at $27K in Q3 2022.
  • 22 funds tracked by Wall St. Rank held GreenPower Motor Co as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.