BRWA
TE

B. Riley Wealth Advisors’s T1 Energy Inc 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

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KL
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Invesco
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LFCM
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Morgan Stanley
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GL
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RCP
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return