BRWA
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B. Riley Wealth Advisors’s Telos TLS Stock Holding History

B. Riley Wealth Advisors’s Portfolio TLS Stock Details TLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-97,535
Closed -$345K – 1283
2024
Q3 		$345K Buy
97,535
+13,160
+16% +$47.1K 0.01% 890
2024
Q2 		$339K Sell
84,375
-7,890
-9% -$30K 0.01% 969
2024
Q1 		$221K Buy
92,265
+5,200
+6% +$20.6K 0.01% 1217
2023
Q4 		$318K Sell
87,065
-5,200
-6% -$17.3K 0.01% 1024
2023
Q3 		$221K Buy
92,265
+5,000
+6% +$11.5K 0.01% 1217
2023
Q2 		$223K Buy
87,265
+3,000
+4% +$7.12K 0.01% 1294
2023
Q1 		$213K Buy
84,265
+51,000
+153% +$208K 0.01% 1262
2022
Q4 		$169K Buy
33,265
+12,000
+56% +$79.4K ﹤0.01% 1292
2022
Q3 		$190K Buy
+21,265
New +$196K 0.01% 1239

Other funds holding TLS

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
KLP
Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 TLS Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Telos (TLS) in Q4 2024, closing a stake of 97,535 shares — an estimated $345K sold.

B. Riley Wealth Advisors first reported a position in TLS in Q3 2022 and held it in 9 quarters. The position peaked at $345K in Q3 2024. 106 funds tracked by Wall St. Rank hold TLS as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Telos position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 97,535 Telos shares in Q4 2024, an estimated $345K.
  • B. Riley Wealth Advisors first reported a position in Telos in Q3 2022 and held it in 9 quarters.
  • B. Riley Wealth Advisors's Telos position peaked at $345K in Q3 2024.
  • 106 funds tracked by Wall St. Rank held Telos as of Q4 2024.

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