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B. Riley Wealth Advisors’s Moelis & Co MC Stock Holding History

B. Riley Wealth Advisors’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,513
Closed -$204K – 1520
2024
Q1 		$204K Buy
+4,513
New +$246K 0.01% 1269
2023
Q4 		– Sell
-4,513
Closed -$204K – 1465
2023
Q3 		$204K Buy
+4,513
New +$212K 0.01% 1269

Other funds holding MC

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Moelis & Co (MC) in Q2 2024, closing a stake of 4,513 shares — an estimated $204K sold.

B. Riley Wealth Advisors first reported a position in MC in Q3 2023 and held it in 2 quarters. The position peaked at $204K in Q1 2024. 293 funds tracked by Wall St. Rank hold MC as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Moelis & Co position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,513 Moelis & Co shares in Q2 2024, an estimated $204K.
  • B. Riley Wealth Advisors first reported a position in Moelis & Co in Q3 2023 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Moelis & Co position peaked at $204K in Q1 2024.
  • 293 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2024.

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