BRWA
SLI

B. Riley Wealth Advisors’s Standard Lithium SLI Stock Holding History

B. Riley Wealth Advisors’s Portfolio SLI Stock Details SLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,836
Closed -$33.5K – 1581
2024
Q1 		$33.5K Buy
+11,836
New +$16.2K ﹤0.01% 1415
2023
Q4 		– Sell
-11,836
Closed -$33.5K – 1496
2023
Q3 		$33.5K Buy
+11,836
New +$45.4K ﹤0.01% 1415
2021
Q4 		– Sell
-12,800
Closed -$105K – 1483
2021
Q3 		$105K Buy
+12,800
New +$84.5K ﹤0.01% 1335

Other funds holding SLI

KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
SAM
Soviero Asset Management New York $238M AUM 137.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Standard Lithium (SLI) in Q2 2024, closing a stake of 11,836 shares — an estimated $33.5K sold.

B. Riley Wealth Advisors first reported a position in SLI in Q3 2021 and held it in 3 quarters. The position peaked at $105K in Q3 2021. 99 funds tracked by Wall St. Rank hold SLI as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Standard Lithium position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,836 Standard Lithium shares in Q2 2024, an estimated $33.5K.
  • B. Riley Wealth Advisors first reported a position in Standard Lithium in Q3 2021 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Standard Lithium position peaked at $105K in Q3 2021.
  • 99 funds tracked by Wall St. Rank held Standard Lithium as of Q2 2024.

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