B. Riley Wealth Advisors’s Timken Company TKR Stock Holding History

B. Riley Wealth Advisors’s Portfolio TKR Stock Details TKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,233	Closed	-$296K	–	1628
2023 Q2	$296K	Buy	3,233 +96	+3%	+$7.57K	0.01%	1129
2023 Q1	$256K	Buy	+3,137	New	+$254K	0.01%	1147
2015 Q1	–	Sell	-105	Closed	-$4K	–	1854
2014 Q4	$4K	Buy	+105	New	+$4.41K	﹤0.01%	3240
2014 Q3	–	Sell	-7	Closed	-$333	–	1771
2014 Q2	$333	Buy	+7	New	+$317	﹤0.01%	2369

Other funds holding TKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

B. Riley Wealth Advisors's TKR Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Timken Company (TKR) in Q3 2023, closing a stake of 3,233 shares — an estimated $296K sold.

B. Riley Wealth Advisors first reported a position in TKR in Q2 2014 and held it in 4 quarters. The position peaked at $296K in Q2 2023. 422 funds tracked by Wall St. Rank hold TKR as of Q3 2023.

B. Riley Wealth Advisors reported no remaining Timken Company position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 3,233 Timken Company shares in Q3 2023, an estimated $296K.
B. Riley Wealth Advisors first reported a position in Timken Company in Q2 2014 and held it in 4 quarters.
B. Riley Wealth Advisors's Timken Company position peaked at $296K in Q2 2023.
422 funds tracked by Wall St. Rank held Timken Company as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.