BRWA
KGS icon

B. Riley Wealth Advisors’s Kodiak Gas Services KGS Stock Holding History

B. Riley Wealth Advisors’s Portfolio KGS Stock Details KGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$430K Sell
10,530
-1,925
-15% -$69.6K 0.01% 748
2024
Q3 		$371K Buy
12,455
+405
+3% +$11.1K 0.01% 851
2024
Q2 		$328K Buy
+12,050
New +$327K 0.01% 987

Other funds holding KGS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

B. Riley Wealth Advisors's KGS Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its Kodiak Gas Services (KGS) stake by 15% in Q4 2024, selling an estimated $69.6K and leaving 10,530 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #748.

B. Riley Wealth Advisors first reported a position in KGS in Q2 2024 and has held it in 3 quarters since. 210 funds tracked by Wall St. Rank hold KGS as of Q4 2024.

  • B. Riley Wealth Advisors held 10,530 shares of Kodiak Gas Services worth $430K as of Q4 2024.
  • B. Riley Wealth Advisors sold 1,925 Kodiak Gas Services shares in Q4 2024, an estimated $69.6K.
  • Kodiak Gas Services made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #748 holding.
  • B. Riley Wealth Advisors first reported a position in Kodiak Gas Services in Q2 2024 and has held it in 3 quarters since.
  • 210 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.