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B. Riley Wealth Advisors’s W&T Offshore WTI Stock Holding History

B. Riley Wealth Advisors’s Portfolio WTI Stock Details WTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-16,602
Closed -$64.3K – 1638
2023
Q2 		$64.3K Hold
16,602
– – ﹤0.01% 1468
2023
Q1 		$84.3K Buy
16,602
+2,522
+18% +$14.1K ﹤0.01% 1398
2022
Q4 		$78.6K Hold
14,080
– – ﹤0.01% 1382
2022
Q3 		$83K Buy
+14,080
New +$77K ﹤0.01% 1344

Other funds holding WTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of W&T Offshore (WTI) in Q3 2023, closing a stake of 16,602 shares — an estimated $64.3K sold.

B. Riley Wealth Advisors first reported a position in WTI in Q3 2022 and held it in 4 quarters. The position peaked at $84.3K in Q1 2023. 144 funds tracked by Wall St. Rank hold WTI as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining W&T Offshore position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 16,602 W&T Offshore shares in Q3 2023, an estimated $64.3K.
  • B. Riley Wealth Advisors first reported a position in W&T Offshore in Q3 2022 and held it in 4 quarters.
  • B. Riley Wealth Advisors's W&T Offshore position peaked at $84.3K in Q1 2023.
  • 144 funds tracked by Wall St. Rank held W&T Offshore as of Q3 2023.

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