B. Riley Wealth Advisors’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-12,726
Closed -$437K 1455
2021
Q2
$437K Buy
+12,726
New +$432K 0.01% 833
2015
Q3
Sell
-10,624
Closed -$282K 599
2015
Q2
$282K Sell
10,624
-3,176
-23% -$87.5K 0.07% 351
2015
Q1
$379K Buy
+13,800
New +$368K 0.09% 293

Other funds holding QVAL

B. Riley Wealth Advisors's QVAL Position: Q3 2021 in Review

B. Riley Wealth Advisors sold out of Alpha Architect US Quantitative Value ETF (QVAL) in Q3 2021, closing a stake of 12,726 shares — an estimated $437K sold.

B. Riley Wealth Advisors first reported a position in QVAL in Q1 2015 and held it in 3 quarters. The position peaked at $437K in Q2 2021. 27 funds tracked by Wall St. Rank hold QVAL as of Q3 2021.

  • B. Riley Wealth Advisors reported no remaining Alpha Architect US Quantitative Value ETF position as of Q3 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,726 Alpha Architect US Quantitative Value ETF shares in Q3 2021, an estimated $437K.
  • B. Riley Wealth Advisors first reported a position in Alpha Architect US Quantitative Value ETF in Q1 2015 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Alpha Architect US Quantitative Value ETF position peaked at $437K in Q2 2021.
  • 27 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q3 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.