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B. Riley Wealth Advisors’s M/I Homes MHO Stock Holding History

B. Riley Wealth Advisors’s Portfolio MHO Stock Details MHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$297K Sell
2,235
-760
-25% -$120K 0.01% 873
2024
Q3 		$510K Sell
2,995
-20
-0.7% -$3.03K 0.01% 738
2024
Q2 		$368K Sell
3,015
-57
-2% -$6.97K 0.01% 939
2024
Q1 		$258K Buy
3,072
+72
+2% +$9.14K 0.01% 1128
2023
Q4 		$413K Sell
3,000
-72
-2% -$7.2K 0.01% 916
2023
Q3 		$258K Buy
+3,072
New +$284K 0.01% 1128

Other funds holding MHO

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

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

B. Riley Wealth Advisors reduced its M/I Homes (MHO) stake by 25% in Q4 2024, selling an estimated $120K and leaving 2,235 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #873.

B. Riley Wealth Advisors first reported a position in MHO in Q3 2023 and has held it in 6 quarters since. The position peaked at $510K in Q3 2024. 340 funds tracked by Wall St. Rank hold MHO as of Q4 2024.

  • B. Riley Wealth Advisors held 2,235 shares of M/I Homes worth $297K as of Q4 2024.
  • B. Riley Wealth Advisors sold 760 M/I Homes shares in Q4 2024, an estimated $120K.
  • M/I Homes made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #873 holding.
  • B. Riley Wealth Advisors first reported a position in M/I Homes in Q3 2023 and has held it in 6 quarters since.
  • B. Riley Wealth Advisors's M/I Homes position peaked at $510K in Q3 2024.
  • 340 funds tracked by Wall St. Rank held M/I Homes as of Q4 2024.

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