B. Riley Wealth Advisors’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-29,761
Closed -$820K 1604
2022
Q4
$820K Buy
29,761
+261
+0.9% +$7.31K 0.02% 603
2022
Q3
$765K Buy
+29,500
New +$826K 0.02% 593

Other funds holding RLY

B. Riley Wealth Advisors's RLY Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of State Street Multi-Asset Real Return ETF (RLY) in Q1 2023, closing a stake of 29,761 shares — an estimated $820K sold.

B. Riley Wealth Advisors first reported a position in RLY in Q3 2022 and held it in 2 quarters. The position peaked at $820K in Q4 2022. 102 funds tracked by Wall St. Rank hold RLY as of Q1 2023.

  • B. Riley Wealth Advisors reported no remaining State Street Multi-Asset Real Return ETF position as of Q1 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 29,761 State Street Multi-Asset Real Return ETF shares in Q1 2023, an estimated $820K.
  • B. Riley Wealth Advisors first reported a position in State Street Multi-Asset Real Return ETF in Q3 2022 and held it in 2 quarters.
  • B. Riley Wealth Advisors's State Street Multi-Asset Real Return ETF position peaked at $820K in Q4 2022.
  • 102 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.