B. Riley Wealth Advisors’s TMC The Metals Company TMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,000	Closed	-$10.6K	–	1284
2024 Q3	$10.6K	Sell	10,000 -1,000	-9%	-$1.12K	﹤0.01%	1260
2024 Q2	$14.8K	Sell	11,000 -300	-3%	-$460	﹤0.01%	1373
2024 Q1	$11.2K	Buy	11,300 +300	+3%	+$418	﹤0.01%	1434
2023 Q4	$12.1K	Sell	11,000 -300	-3%	-$310	﹤0.01%	1379
2023 Q3	$11.2K	Hold	11,300	–	–	﹤0.01%	1434
2023 Q2	$18.4K	Hold	11,300	–	–	﹤0.01%	1511
2023 Q1	$9.37K	Hold	11,300	–	–	﹤0.01%	1493
2022 Q4	$8.7K	Hold	11,300	–	–	﹤0.01%	1469
2022 Q3	$12K	Buy	11,300 +900	+9%	+$868	﹤0.01%	1432
2022 Q2	$11K	Hold	10,400	–	–	﹤0.01%	1219
2022 Q1	$27K	Hold	10,400	–	–	﹤0.01%	1357
2021 Q4	$22K	Hold	10,400	–	–	﹤0.01%	1393
2021 Q3	$48K	Buy	+10,400	New	+$99.4K	﹤0.01%	1374
2021 Q1	–	Sell	-13,500	Closed	-$146K	–	1411
2020 Q4	$146K	Buy	+13,500	New	+$138K	0.01%	956

Other funds holding TMC

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

OWIM

Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Shay Capital New York $1.56B AUM 46.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

NHT

New Hampshire Trust Concord, New Hampshire $530M AUM 22.91% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of TMC The Metals Company (TMC) in Q4 2024, closing a stake of 10,000 shares — an estimated $10.6K sold.

B. Riley Wealth Advisors first reported a position in TMC in Q4 2020 and held it in 14 quarters. The position peaked at $146K in Q4 2020. 87 funds tracked by Wall St. Rank hold TMC as of Q4 2024.

B. Riley Wealth Advisors reported no remaining TMC The Metals Company position as of Q4 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 10,000 TMC The Metals Company shares in Q4 2024, an estimated $10.6K.
B. Riley Wealth Advisors first reported a position in TMC The Metals Company in Q4 2020 and held it in 14 quarters.
B. Riley Wealth Advisors's TMC The Metals Company position peaked at $146K in Q4 2020.
87 funds tracked by Wall St. Rank held TMC The Metals Company as of Q4 2024.

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