BRWA
RSSS icon

B. Riley Wealth Advisors’s Research Solutions RSSS Stock Holding History

B. Riley Wealth Advisors’s Portfolio RSSS Stock Details RSSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-14,167
Closed -$38K – 1478
2021
Q3 		$38K Buy
+14,167
New +$38.1K ﹤0.01% 1382

Other funds holding RSSS

CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
SC
Samjo Capital New York $254M AUM 36.81% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CPA
Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $875M AUM 20.28% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

B. Riley Wealth Advisors's RSSS Position: Q4 2021 in Review

B. Riley Wealth Advisors sold out of Research Solutions (RSSS) in Q4 2021, closing a stake of 14,167 shares — an estimated $38K sold.

B. Riley Wealth Advisors first reported a position in RSSS in Q3 2021 and held it in 1 quarter. The position peaked at $38K in Q3 2021. 25 funds tracked by Wall St. Rank hold RSSS as of Q4 2021.

  • B. Riley Wealth Advisors reported no remaining Research Solutions position as of Q4 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 14,167 Research Solutions shares in Q4 2021, an estimated $38K.
  • B. Riley Wealth Advisors first reported a position in Research Solutions in Q3 2021 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Research Solutions position peaked at $38K in Q3 2021.
  • 25 funds tracked by Wall St. Rank held Research Solutions as of Q4 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.