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B. Riley Wealth Advisors’s Ring Energy REI Stock Holding History

B. Riley Wealth Advisors’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-32,500
Closed -$87K – 1514
2022
Q2 		$87K Hold
32,500
– – ﹤0.01% 1139
2022
Q1 		$125K Hold
32,500
– – ﹤0.01% 1271
2021
Q4 		$75K Hold
32,500
– – ﹤0.01% 1358
2021
Q3 		$96K Buy
+32,500
New +$82.9K ﹤0.01% 1337
2015
Q1 		– Sell
-7,725
Closed -$81 – 1662
2014
Q4 		$81 Buy
+7,725
New +$96.7K ﹤0.01% 1837

Other funds holding REI

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 REI Position: Q3 2022 in Review

B. Riley Wealth Advisors sold out of Ring Energy (REI) in Q3 2022, closing a stake of 32,500 shares — an estimated $87K sold.

B. Riley Wealth Advisors first reported a position in REI in Q4 2014 and held it in 5 quarters. The position peaked at $125K in Q1 2022. 116 funds tracked by Wall St. Rank hold REI as of Q3 2022.

  • B. Riley Wealth Advisors reported no remaining Ring Energy position as of Q3 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 32,500 Ring Energy shares in Q3 2022, an estimated $87K.
  • B. Riley Wealth Advisors first reported a position in Ring Energy in Q4 2014 and held it in 5 quarters.
  • B. Riley Wealth Advisors's Ring Energy position peaked at $125K in Q1 2022.
  • 116 funds tracked by Wall St. Rank held Ring Energy as of Q3 2022.

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