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B. Riley Wealth Advisors’s Saratoga Investment SAR Stock Holding History

B. Riley Wealth Advisors’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-9,885
Closed -$225K – 1413
2024
Q2 		$225K Buy
9,885
+770
+8% +$18K 0.01% 1169
2024
Q1 		$234K Sell
9,115
-192
-2% -$4.51K 0.01% 1179
2023
Q4 		$241K Buy
9,307
+192
+2% +$4.8K 0.01% 1155
2023
Q3 		$234K Sell
9,115
-9,895
-52% -$260K 0.01% 1179
2023
Q2 		$513K Sell
19,010
-1,821
-9% -$46.7K 0.01% 840
2023
Q1 		$527K Buy
20,831
+61
+0.3% +$1.61K 0.01% 785
2022
Q4 		$544K Buy
20,770
+4,020
+24% +$96K 0.02% 750
2022
Q3 		$348K Buy
16,750
+1,225
+8% +$29.4K 0.01% 932
2022
Q2 		$373K Buy
15,525
+1,980
+15% +$51.3K 0.02% 783
2022
Q1 		$370K Buy
13,545
+1,430
+12% +$39.3K 0.01% 919
2021
Q4 		$356K Buy
12,115
+17
+0.1% +$494 0.01% 978
2021
Q3 		$348K Sell
12,098
-1,250
-9% -$34.5K 0.01% 962
2021
Q2 		$359K Buy
+13,348
New +$342K 0.01% 924
2015
Q1 		– Sell
-100
Closed -$1 – 1716
2014
Q4 		$1 Buy
+100
New +$1.52K ﹤0.01% 3569
2014
Q3 		– Sell
-100
Closed -$1.57K – 1660
2014
Q2 		$1.57K Buy
+100
New +$1.55K ﹤0.01% 2256

Other funds holding SAR

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Advisors's SAR Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Saratoga Investment (SAR) in Q3 2024, closing a stake of 9,885 shares — an estimated $225K sold.

B. Riley Wealth Advisors first reported a position in SAR in Q2 2014 and held it in 15 quarters. The position peaked at $544K in Q4 2022. 57 funds tracked by Wall St. Rank hold SAR as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Saratoga Investment position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9,885 Saratoga Investment shares in Q3 2024, an estimated $225K.
  • B. Riley Wealth Advisors first reported a position in Saratoga Investment in Q2 2014 and held it in 15 quarters.
  • B. Riley Wealth Advisors's Saratoga Investment position peaked at $544K in Q4 2022.
  • 57 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.