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B. Riley Wealth Advisors’s monday.com MNDY Stock Holding History

B. Riley Wealth Advisors’s Portfolio MNDY Stock Details MNDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,623
Closed -$232K – 1604
2023
Q1 		$232K Buy
+1,623
New +$219K 0.01% 1217

Other funds holding MNDY

IHG
Insight Holdings Group New York $1.32B AUM 1.62% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

B. Riley Wealth Advisors's MNDY Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of monday.com (MNDY) in Q2 2023, closing a stake of 1,623 shares — an estimated $232K sold.

B. Riley Wealth Advisors first reported a position in MNDY in Q1 2023 and held it in 1 quarter. The position peaked at $232K in Q1 2023. 277 funds tracked by Wall St. Rank hold MNDY as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining monday.com position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,623 monday.com shares in Q2 2023, an estimated $232K.
  • B. Riley Wealth Advisors first reported a position in monday.com in Q1 2023 and held it in 1 quarter.
  • B. Riley Wealth Advisors's monday.com position peaked at $232K in Q1 2023.
  • 277 funds tracked by Wall St. Rank held monday.com as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.