BRWA
SOLY

B. Riley Wealth Advisors’s Soliton, Inc. SOLY Stock Holding History

B. Riley Wealth Advisors’s Portfolio SOLY Stock Details SOLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-11,300
Closed -$121K – 922
2019
Q3 		$121K Buy
+11,300
New +$146K 0.01% 764
2019
Q2 		– Sell
-20,000
Closed -$162K – 846
2019
Q1 		$162K Buy
+20,000
New +$116K 0.02% 673

Other funds holding SOLY

UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $687M AUM 21.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

B. Riley Wealth Advisors's SOLY Position: Q4 2019 in Review

B. Riley Wealth Advisors sold out of Soliton, Inc. (SOLY) in Q4 2019, closing a stake of 11,300 shares — an estimated $121K sold.

B. Riley Wealth Advisors first reported a position in SOLY in Q1 2019 and held it in 2 quarters. The position peaked at $162K in Q1 2019. 42 funds tracked by Wall St. Rank hold SOLY as of Q4 2019.

  • B. Riley Wealth Advisors reported no remaining Soliton, Inc. position as of Q4 2019 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,300 Soliton, Inc. shares in Q4 2019, an estimated $121K.
  • B. Riley Wealth Advisors first reported a position in Soliton, Inc. in Q1 2019 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Soliton, Inc. position peaked at $162K in Q1 2019.
  • 42 funds tracked by Wall St. Rank held Soliton, Inc. as of Q4 2019.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.