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B. Riley Wealth Advisors’s Smith Micro Software SMSI Stock Holding History

B. Riley Wealth Advisors’s Portfolio SMSI Stock Details SMSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-384
Closed -$17.8K – 1635
2023
Q1 		$17.8K Hold
384
– – ﹤0.01% 1475
2022
Q4 		$32.3K Sell
384
-111
-22% -$9.69K ﹤0.01% 1432
2022
Q3 		$45K Buy
+495
New +$50.2K ﹤0.01% 1388

Other funds holding SMSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

B. Riley Wealth Advisors's SMSI Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Smith Micro Software (SMSI) in Q2 2023, closing a stake of 384 shares — an estimated $17.8K sold.

B. Riley Wealth Advisors first reported a position in SMSI in Q3 2022 and held it in 3 quarters. The position peaked at $45K in Q3 2022. 46 funds tracked by Wall St. Rank hold SMSI as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining Smith Micro Software position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 384 Smith Micro Software shares in Q2 2023, an estimated $17.8K.
  • B. Riley Wealth Advisors first reported a position in Smith Micro Software in Q3 2022 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Smith Micro Software position peaked at $45K in Q3 2022.
  • 46 funds tracked by Wall St. Rank held Smith Micro Software as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.