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B. Riley Wealth Advisors’s Tiptree Inc TIPT Stock Holding History

B. Riley Wealth Advisors’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,000
Closed -$269K – 1281
2024
Q3 		$269K Hold
14,000
– – 0.01% 1012
2024
Q2 		$231K Buy
+14,000
New +$234K 0.01% 1151

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BICM
Breach Inlet Capital Management Mt. Pleasant, South Carolina $305M AUM 7.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Tiptree Inc (TIPT) in Q4 2024, closing a stake of 14,000 shares — an estimated $269K sold.

B. Riley Wealth Advisors first reported a position in TIPT in Q2 2024 and held it in 2 quarters. The position peaked at $269K in Q3 2024. 126 funds tracked by Wall St. Rank hold TIPT as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Tiptree Inc position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 14,000 Tiptree Inc shares in Q4 2024, an estimated $269K.
  • B. Riley Wealth Advisors first reported a position in Tiptree Inc in Q2 2024 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Tiptree Inc position peaked at $269K in Q3 2024.
  • 126 funds tracked by Wall St. Rank held Tiptree Inc as of Q4 2024.

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