BRWA
PIK

B. Riley Wealth Advisors’s Kidpik Corp. Common Stock PIK Stock Holding History

B. Riley Wealth Advisors’s Portfolio PIK Stock Details PIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,000
Closed -$97K – 1408
2022
Q1 		$97K Buy
+4,000
New +$90K ﹤0.01% 1300

Other funds holding PIK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

B. Riley Wealth Advisors's PIK Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of Kidpik Corp. Common Stock (PIK) in Q2 2022, closing a stake of 4,000 shares — an estimated $97K sold.

B. Riley Wealth Advisors first reported a position in PIK in Q1 2022 and held it in 1 quarter. The position peaked at $97K in Q1 2022. 6 funds tracked by Wall St. Rank hold PIK as of Q2 2022.

  • B. Riley Wealth Advisors reported no remaining Kidpik Corp. Common Stock position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,000 Kidpik Corp. Common Stock shares in Q2 2022, an estimated $97K.
  • B. Riley Wealth Advisors first reported a position in Kidpik Corp. Common Stock in Q1 2022 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Kidpik Corp. Common Stock position peaked at $97K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held Kidpik Corp. Common Stock as of Q2 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.