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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

B. Riley Wealth Advisors's TAYD Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its Taylor Devices (TAYD) stake by 69% in Q4 2024, selling an estimated $508K and leaving 4,990 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #1028.

B. Riley Wealth Advisors first reported a position in TAYD in Q2 2024 and has held it in 3 quarters since. The position peaked at $798K in Q3 2024. 53 funds tracked by Wall St. Rank hold TAYD as of Q4 2024.

  • B. Riley Wealth Advisors held 4,990 shares of Taylor Devices worth $208K as of Q4 2024.
  • B. Riley Wealth Advisors sold 11,156 Taylor Devices shares in Q4 2024, an estimated $508K.
  • Taylor Devices made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #1028 holding.
  • B. Riley Wealth Advisors first reported a position in Taylor Devices in Q2 2024 and has held it in 3 quarters since.
  • B. Riley Wealth Advisors's Taylor Devices position peaked at $798K in Q3 2024.
  • 53 funds tracked by Wall St. Rank held Taylor Devices as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.