BRWA
SGI

B. Riley Wealth Advisors’s Somnigroup International SGI Stock Holding History

B. Riley Wealth Advisors’s Portfolio SGI Stock Details SGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-18,189
Closed -$856K – 1522
2021
Q4 		$856K Sell
18,189
-191
-1% -$8.66K 0.02% 580
2021
Q3 		$853K Sell
18,380
-1,136
-6% -$49.6K 0.03% 576
2021
Q2 		$765K Sell
19,516
-34
-0.2% -$1.3K 0.02% 605
2021
Q1 		$715K Buy
19,550
+9,434
+93% +$305K 0.03% 583
2020
Q4 		$274K Sell
10,116
-228
-2% -$5.56K 0.01% 810
2020
Q3 		$228K Buy
+10,344
New +$214K 0.01% 804

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $244M AUM 32.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HPM
H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return

B. Riley Wealth Advisors's SGI Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of Somnigroup International (SGI) in Q1 2022, closing a stake of 18,189 shares — an estimated $856K sold.

B. Riley Wealth Advisors first reported a position in SGI in Q3 2020 and held it in 6 quarters. The position peaked at $856K in Q4 2021. 333 funds tracked by Wall St. Rank hold SGI as of Q1 2022.

  • B. Riley Wealth Advisors reported no remaining Somnigroup International position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 18,189 Somnigroup International shares in Q1 2022, an estimated $856K.
  • B. Riley Wealth Advisors first reported a position in Somnigroup International in Q3 2020 and held it in 6 quarters.
  • B. Riley Wealth Advisors's Somnigroup International position peaked at $856K in Q4 2021.
  • 333 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.