BRWA
TE

B. Riley Wealth Advisors’s T1 Energy TE Stock Holding History

B. Riley Wealth Advisors’s Portfolio TE Stock Details TE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,400
Closed -$60.6K – 1625
2024
Q1 		$60.6K Buy
+12,400
New +$19.6K ﹤0.01% 1384
2023
Q4 		– Sell
-12,400
Closed -$60.6K – 1521
2023
Q3 		$60.6K Buy
+12,400
New +$89.1K ﹤0.01% 1384
2023
Q2 		– Sell
-28,270
Closed -$251K – 1659
2023
Q1 		$251K Buy
28,270
+9,070
+47% +$78.8K 0.01% 1162
2022
Q4 		$167K Sell
19,200
-535
-3% -$6.7K ﹤0.01% 1298
2022
Q3 		$282K Sell
19,735
-12,715
-39% -$142K 0.01% 1039
2022
Q2 		$222K Buy
32,450
+19,700
+155% +$173K 0.01% 1004
2022
Q1 		$157K Buy
+12,750
New +$122K 0.01% 1246

Other funds holding TE

ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GL
Gemsstock Ltd London, United Kingdom $307M AUM 30.64% 1-Year Est. Return
RCP
RIT Capital Partners London, United Kingdom $621M AUM 14.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

B. Riley Wealth Advisors's TE Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of T1 Energy (TE) in Q2 2024, closing a stake of 12,400 shares — an estimated $60.6K sold.

B. Riley Wealth Advisors first reported a position in TE in Q1 2022 and held it in 7 quarters. The position peaked at $282K in Q3 2022. 121 funds tracked by Wall St. Rank hold TE as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining T1 Energy position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,400 T1 Energy shares in Q2 2024, an estimated $60.6K.
  • B. Riley Wealth Advisors first reported a position in T1 Energy in Q1 2022 and held it in 7 quarters.
  • B. Riley Wealth Advisors's T1 Energy position peaked at $282K in Q3 2022.
  • 121 funds tracked by Wall St. Rank held T1 Energy as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.