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BRWA
B. Riley Wealth Advisors’s
Mettler-Toledo International
MTD
Stock Holding History
B. Riley Wealth Advisors’s Portfolio
MTD Stock Details
MTD Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-238
Closed
-$264K
–
1527
2024
Q1
$264K
Buy
+238
New
+$293K
0.01%
1108
2023
Q4
–
Sell
-238
Closed
-$264K
–
1466
2023
Q3
$264K
Buy
238
+75
+46%
+$91.9K
0.01%
1108
2023
Q2
$214K
Buy
163
+4
+3%
+$5.62K
﹤0.01%
1321
2023
Q1
$243K
Sell
159
-7
-4%
-$10.5K
0.01%
1188
2022
Q4
$240K
Sell
166
-55
-25%
-$73.6K
0.01%
1159
2022
Q3
$241K
Sell
221
-50
-18%
-$62.1K
0.01%
1131
2022
Q2
$312K
Sell
271
-21
-7%
-$26.4K
0.01%
858
2022
Q1
$401K
Buy
292
+81
+38%
+$117K
0.01%
871
2021
Q4
$359K
Buy
211
+13
+7%
+$19.7K
0.01%
973
2021
Q3
$273K
Buy
+198
New
+$298K
0.01%
1094
2021
Q2
–
Sell
-329
Closed
-$381K
–
1423
2021
Q1
$381K
Buy
329
+78
+31%
+$90.4K
0.01%
865
2020
Q4
$287K
Sell
251
-153
-38%
-$168K
0.02%
779
2020
Q3
$366K
Buy
+404
New
+$375K
0.02%
650
2019
Q3
–
Sell
-248
Closed
-$210K
–
838
2019
Q2
$210K
Buy
+248
New
+$187K
0.02%
697
2015
Q1
–
Sell
-49
Closed
-$15
–
1438
2014
Q4
$15
Buy
+49
New
+$13.5K
﹤0.01%
2673
2014
Q3
–
Sell
-37
Closed
-$9.38K
–
1411
2014
Q2
$9.38K
Buy
+37
New
+$8.89K
﹤0.01%
1816
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1-Year Est. Return
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1-Year Est. Return
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$1.61T AUM
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1-Year Est. Return
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$309B AUM
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1-Year Est. Return
Fiera Capital (Canada)
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$29.2B AUM
20.16%
1-Year Est. Return
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$865B AUM
30.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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