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B. Riley Wealth Advisors’s Taylor Devices TAYD Stock Holding History

B. Riley Wealth Advisors’s Portfolio TAYD Stock Details TAYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,990
Closed -$208K – 1414
2024
Q4 		$208K Sell
4,990
-11,156
-69% -$508K 0.01% 1028
2024
Q3 		$798K Buy
16,146
+4,010
+33% +$207K 0.02% 562
2024
Q2 		$546K Buy
+12,136
New +$588K 0.01% 778

Other funds holding TAYD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return

B. Riley Wealth Advisors's TAYD Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of Taylor Devices (TAYD) in Q1 2025, closing a stake of 4,990 shares — an estimated $208K sold.

B. Riley Wealth Advisors first reported a position in TAYD in Q2 2024 and held it in 3 quarters. The position peaked at $798K in Q3 2024. 51 funds tracked by Wall St. Rank hold TAYD as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining Taylor Devices position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,990 Taylor Devices shares in Q1 2025, an estimated $208K.
  • B. Riley Wealth Advisors first reported a position in Taylor Devices in Q2 2024 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Taylor Devices position peaked at $798K in Q3 2024.
  • 51 funds tracked by Wall St. Rank held Taylor Devices as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.