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B. Riley Wealth Advisors’s Hormel Foods HRL Stock Holding History

B. Riley Wealth Advisors’s Portfolio HRL Stock Details HRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,356
Closed -$242K – 1488
2024
Q1 		$242K Buy
+6,356
New +$203K 0.01% 1159
2023
Q4 		– Sell
-6,356
Closed -$242K – 1447
2023
Q3 		$242K Sell
6,356
-1,476
-19% -$58.2K 0.01% 1159
2023
Q2 		$315K Sell
7,832
-172
-2% -$6.9K 0.01% 1097
2023
Q1 		$319K Sell
8,004
-47
-0.6% -$2.03K 0.01% 1036
2022
Q4 		$367K Buy
8,051
+253
+3% +$11.8K 0.01% 938
2022
Q3 		$355K Buy
+7,798
New +$377K 0.01% 917
2015
Q1 		– Sell
-800
Closed -$21K – 1195
2014
Q4 		$21K Buy
+800
New +$21.1K ﹤0.01% 2520

Other funds holding HRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Hormel Foods (HRL) in Q2 2024, closing a stake of 6,356 shares — an estimated $242K sold.

B. Riley Wealth Advisors first reported a position in HRL in Q4 2014 and held it in 7 quarters. The position peaked at $367K in Q4 2022. 618 funds tracked by Wall St. Rank hold HRL as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Hormel Foods position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,356 Hormel Foods shares in Q2 2024, an estimated $242K.
  • B. Riley Wealth Advisors first reported a position in Hormel Foods in Q4 2014 and held it in 7 quarters.
  • B. Riley Wealth Advisors's Hormel Foods position peaked at $367K in Q4 2022.
  • 618 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2024.

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