B. Riley Wealth Advisors’s Steel Dynamics STLD Stock Holding History

B. Riley Wealth Advisors’s Portfolio STLD Stock Details STLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,276	Closed	-$245K	–	1587
2024 Q1	$245K	Buy	+2,276	New	+$286K	0.01%	1156
2023 Q4	–	Sell	-2,276	Closed	-$245K	–	1499
2023 Q3	$245K	Sell	2,276 -143	-6%	-$14.9K	0.01%	1156
2023 Q2	$265K	Sell	2,419 -974	-29%	-$99.1K	0.01%	1194
2023 Q1	$385K	Buy	+3,393	New	+$394K	0.01%	933
2021 Q4	–	Sell	-6,267	Closed	-$367K	–	1487
2021 Q3	$367K	Buy	6,267 +502	+9%	+$32.1K	0.01%	935
2021 Q2	$344K	Buy	+5,765	New	+$338K	0.01%	949
2018 Q4	–	Sell	-5,225	Closed	-$237K	–	734
2018 Q3	$237K	Sell	5,225 -450	-8%	-$20.7K	0.03%	583
2018 Q2	$261K	Buy	+5,675	New	+$269K	0.03%	523
2017 Q2	–	Sell	-7,088	Closed	-$247K	–	551
2017 Q1	$247K	Sell	7,088 -1,031	-13%	-$36.7K	0.05%	406
2016 Q4	$289K	Buy	+8,119	New	+$255K	0.06%	357
2015 Q1	–	Sell	-3,100	Closed	-$61	–	1808
2014 Q4	$61	Buy	+3,100	New	+$66.8K	﹤0.01%	1990
2014 Q3	–	Sell	-3,100	Closed	-$55.6K	–	1729
2014 Q2	$55.6K	Sell	3,100 -600	-16%	-$10.8K	0.01%	984
2014 Q1	$66K	Sell	3,700 -700	-16%	-$12.3K	0.02%	707
2013 Q4	$86K	Hold	4,400	–	–	0.03%	579
2013 Q3	$74K	Buy	+4,400	New	+$69.8K	0.03%	600

Other funds holding STLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal London Asset Management

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return