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B. Riley Wealth Advisors’s Lightpath Technologies LPTH Stock Holding History

B. Riley Wealth Advisors’s Portfolio LPTH Stock Details LPTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$270K Sell
76,379
-3,445
-4% -$6.43K 0.01% 911
2024
Q3 		$110K Sell
79,824
-52,000
-39% -$68K ﹤0.01% 1199
2024
Q2 		$166K Buy
131,824
+67,429
+105% +$91.8K ﹤0.01% 1265
2024
Q1 		$93.4K Sell
64,395
-47,429
-42% -$68.1K ﹤0.01% 1364
2023
Q4 		$141K Buy
111,824
+47,429
+74% +$65.3K ﹤0.01% 1301
2023
Q3 		$93.4K Buy
+64,395
New +$108K ﹤0.01% 1364

Other funds holding LPTH

ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

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

B. Riley Wealth Advisors reduced its Lightpath Technologies (LPTH) stake by 4.3% in Q4 2024, selling an estimated $6.43K and leaving 76,379 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #911.

B. Riley Wealth Advisors first reported a position in LPTH in Q3 2023 and has held it in 6 quarters since. 41 funds tracked by Wall St. Rank hold LPTH as of Q4 2024.

  • B. Riley Wealth Advisors held 76,379 shares of Lightpath Technologies worth $270K as of Q4 2024.
  • B. Riley Wealth Advisors sold 3,445 Lightpath Technologies shares in Q4 2024, an estimated $6.43K.
  • Lightpath Technologies made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #911 holding.
  • B. Riley Wealth Advisors first reported a position in Lightpath Technologies in Q3 2023 and has held it in 6 quarters since.
  • 41 funds tracked by Wall St. Rank held Lightpath Technologies as of Q4 2024.

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