BRWA
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B. Riley Wealth Advisors’s MongoDB MDB Stock Holding History

B. Riley Wealth Advisors’s Portfolio MDB Stock Details MDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$226K Buy
+667
New +$200K 0.01% 725
2024
Q3 		– Sell
-1,242
Closed -$310K – 1360
2024
Q2 		$310K Buy
1,242
+133
+12% +$42K 0.01% 1022
2024
Q1 		$384K Sell
1,109
-1,557
-58% -$636K 0.01% 929
2023
Q4 		$1.09M Buy
2,666
+1,557
+140% +$591K 0.03% 499
2023
Q3 		$384K Sell
1,109
-536
-33% -$203K 0.01% 929
2023
Q2 		$676K Buy
1,645
+188
+13% +$54.8K 0.02% 727
2023
Q1 		$340K Buy
1,457
+201
+16% +$42.2K 0.01% 1005
2022
Q4 		$247K Buy
1,256
+20
+2% +$3.56K 0.01% 1143
2022
Q3 		$246K Buy
+1,236
New +$361K 0.01% 1122
2019
Q3 		– Sell
-1,526
Closed -$233K – 836
2019
Q2 		$233K Buy
+1,526
New +$222K 0.03% 662
2019
Q1 		– Sell
-8,528
Closed -$715K – 765
2018
Q4 		$715K Buy
+8,528
New +$656K 0.1% 217

Other funds holding MDB

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return