B. Riley Wealth Advisors’s 180 Degree Capital TURN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-11,000	Closed	-$58.1K	–	1616
2022 Q4	$58.1K	Sell	11,000 -8,000	-42%	-$44K	﹤0.01%	1404
2022 Q3	$105K	Buy	+19,000	New	+$114K	﹤0.01%	1319
2015 Q1	–	Sell	-12	Closed	–	–	1885
2014 Q4	$0	Buy	+12	New	+$104	﹤0.01%	3751
2014 Q3	–	Sell	-469	Closed	-$4.48K	–	1792
2014 Q2	$4.48K	Buy	+469	New	+$4.8K	﹤0.01%	2076

Other funds holding TURN

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

GIM

Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return

B. Riley Wealth Advisors's TURN Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of 180 Degree Capital (TURN) in Q1 2023, closing a stake of 11,000 shares — an estimated $58.1K sold.

B. Riley Wealth Advisors first reported a position in TURN in Q2 2014 and held it in 4 quarters. The position peaked at $105K in Q3 2022. 16 funds tracked by Wall St. Rank hold TURN as of Q1 2023.

B. Riley Wealth Advisors reported no remaining 180 Degree Capital position as of Q1 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 11,000 180 Degree Capital shares in Q1 2023, an estimated $58.1K.
B. Riley Wealth Advisors first reported a position in 180 Degree Capital in Q2 2014 and held it in 4 quarters.
B. Riley Wealth Advisors's 180 Degree Capital position peaked at $105K in Q3 2022.
16 funds tracked by Wall St. Rank held 180 Degree Capital as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.