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B. Riley Wealth Advisors’s Spruce Power Holding Corp SPRU Stock Holding History

B. Riley Wealth Advisors’s Portfolio SPRU Stock Details SPRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,131
Closed -$29K – 1526
2022
Q2 		$29K Sell
3,131
-150
-5% -$1.73K ﹤0.01% 1190
2022
Q1 		$53K Buy
3,281
+875
+36% +$15.2K ﹤0.01% 1335
2021
Q4 		$64K Buy
+2,406
New +$93K ﹤0.01% 1366
2021
Q1 		– Sell
-4,950
Closed -$940K – 1407
2020
Q4 		$940K Buy
+4,950
New +$534K 0.05% 348

Other funds holding SPRU

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MIG
MGG Investment Group New York $1.36M AUM 20.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

B. Riley Wealth Advisors's SPRU Position: Q3 2022 in Review

B. Riley Wealth Advisors sold out of Spruce Power Holding Corp (SPRU) in Q3 2022, closing a stake of 3,131 shares — an estimated $29K sold.

B. Riley Wealth Advisors first reported a position in SPRU in Q4 2020 and held it in 4 quarters. The position peaked at $940K in Q4 2020. 76 funds tracked by Wall St. Rank hold SPRU as of Q3 2022.

  • B. Riley Wealth Advisors reported no remaining Spruce Power Holding Corp position as of Q3 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,131 Spruce Power Holding Corp shares in Q3 2022, an estimated $29K.
  • B. Riley Wealth Advisors first reported a position in Spruce Power Holding Corp in Q4 2020 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Spruce Power Holding Corp position peaked at $940K in Q4 2020.
  • 76 funds tracked by Wall St. Rank held Spruce Power Holding Corp as of Q3 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.