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B. Riley Wealth Advisors’s Paysafe PSFE Stock Holding History

B. Riley Wealth Advisors’s Portfolio PSFE Stock Details PSFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-867
Closed -$21K – 1508
2022
Q2 		$21K Sell
867
-187
-18% -$6.03K ﹤0.01% 1199
2022
Q1 		$43K Sell
1,054
-192
-15% -$7.93K ﹤0.01% 1341
2021
Q4 		$59K Sell
1,246
-242
-16% -$16.2K ﹤0.01% 1369
2021
Q3 		$139K Buy
1,488
+34
+2% +$3.89K ﹤0.01% 1296
2021
Q2 		$212K Buy
1,454
+452
+45% +$67.8K 0.01% 1194
2021
Q1 		$163K Buy
+1,002
New +$162K 0.01% 1224

Other funds holding PSFE

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
CH
Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return
FNF
Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return
FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Riley Wealth Advisors's PSFE Position: Q3 2022 in Review

B. Riley Wealth Advisors sold out of Paysafe (PSFE) in Q3 2022, closing a stake of 867 shares — an estimated $21K sold.

B. Riley Wealth Advisors first reported a position in PSFE in Q1 2021 and held it in 6 quarters. The position peaked at $212K in Q2 2021. 176 funds tracked by Wall St. Rank hold PSFE as of Q3 2022.

  • B. Riley Wealth Advisors reported no remaining Paysafe position as of Q3 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 867 Paysafe shares in Q3 2022, an estimated $21K.
  • B. Riley Wealth Advisors first reported a position in Paysafe in Q1 2021 and held it in 6 quarters.
  • B. Riley Wealth Advisors's Paysafe position peaked at $212K in Q2 2021.
  • 176 funds tracked by Wall St. Rank held Paysafe as of Q3 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.