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B. Riley Wealth Advisors’s Sigma Lithium SGML Stock Holding History

B. Riley Wealth Advisors’s Portfolio SGML Stock Details SGML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,063
Closed -$446K – 1614
2023
Q2 		$446K Sell
11,063
-663
-6% -$25.3K 0.01% 909
2023
Q1 		$441K Buy
11,726
+2,282
+24% +$73.1K 0.01% 860
2022
Q4 		$267K Sell
9,444
-419
-4% -$13.5K 0.01% 1098
2022
Q3 		$269K Buy
+9,863
New +$206K 0.01% 1071

Other funds holding SGML

NC
Nucleo Capital Sao Paulo, Sp, Brazil $29.1M AUM 59.16% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
MS
Maven Securities St Helier, Jersey $5.2B AUM 44.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
TCM
Thomist Capital Management Houston, Texas $371M AUM 77.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

B. Riley Wealth Advisors's SGML Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Sigma Lithium (SGML) in Q3 2023, closing a stake of 11,063 shares — an estimated $446K sold.

B. Riley Wealth Advisors first reported a position in SGML in Q3 2022 and held it in 4 quarters. The position peaked at $446K in Q2 2023. 102 funds tracked by Wall St. Rank hold SGML as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Sigma Lithium position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,063 Sigma Lithium shares in Q3 2023, an estimated $446K.
  • B. Riley Wealth Advisors first reported a position in Sigma Lithium in Q3 2022 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Sigma Lithium position peaked at $446K in Q2 2023.
  • 102 funds tracked by Wall St. Rank held Sigma Lithium as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.