BRWA
SELF

B. Riley Wealth Advisors’s Global Self Storage SELF Stock Holding History

B. Riley Wealth Advisors’s Portfolio SELF Stock Details SELF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-20,520
Closed -$99.7K – 1578
2024
Q1 		$99.7K Hold
20,520
– – ﹤0.01% 1359
2023
Q4 		$95.1K Hold
20,520
– – ﹤0.01% 1326
2023
Q3 		$99.7K Hold
20,520
– – ﹤0.01% 1359
2023
Q2 		$104K Hold
20,520
– – ﹤0.01% 1433
2023
Q1 		$105K Hold
20,520
– – ﹤0.01% 1374
2022
Q4 		$100K Hold
20,520
– – ﹤0.01% 1358
2022
Q3 		$121K Buy
+20,520
New +$118K ﹤0.01% 1302

Other funds holding SELF

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
WC
Winmill & Co Rochester, New York $347M AUM 37.48% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $445M AUM 26.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

B. Riley Wealth Advisors's SELF Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Global Self Storage (SELF) in Q2 2024, closing a stake of 20,520 shares — an estimated $99.7K sold.

B. Riley Wealth Advisors first reported a position in SELF in Q3 2022 and held it in 7 quarters. The position peaked at $121K in Q3 2022. 42 funds tracked by Wall St. Rank hold SELF as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Global Self Storage position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 20,520 Global Self Storage shares in Q2 2024, an estimated $99.7K.
  • B. Riley Wealth Advisors first reported a position in Global Self Storage in Q3 2022 and held it in 7 quarters.
  • B. Riley Wealth Advisors's Global Self Storage position peaked at $121K in Q3 2022.
  • 42 funds tracked by Wall St. Rank held Global Self Storage as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.