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B. Riley Wealth Advisors’s Zedge ZDGE Stock Holding History

B. Riley Wealth Advisors’s Portfolio ZDGE Stock Details ZDGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-38,051
Closed -$116K – 1448
2024
Q2 		$116K Sell
38,051
-12,115
-24% -$32.7K ﹤0.01% 1303
2024
Q1 		$110K Buy
50,166
+8,625
+21% +$27.2K ﹤0.01% 1351
2023
Q4 		$97.6K Sell
41,541
-8,625
-17% -$17.3K ﹤0.01% 1321
2023
Q3 		$110K Sell
50,166
-3,028
-6% -$6.35K ﹤0.01% 1351
2023
Q2 		$119K Sell
53,194
-3,187
-6% -$6.67K ﹤0.01% 1417
2023
Q1 		$110K Buy
56,381
+1,865
+3% +$4.53K ﹤0.01% 1370
2022
Q4 		$95.9K Sell
54,516
-3,800
-7% -$8.21K ﹤0.01% 1364
2022
Q3 		$138K Buy
58,316
+4,700
+9% +$13.5K ﹤0.01% 1287
2022
Q2 		$155K Buy
53,616
+4,726
+10% +$23.4K 0.01% 1081
2022
Q1 		$298K Sell
48,890
-1,825
-4% -$12.9K 0.01% 1014
2021
Q4 		$432K Sell
50,715
-8,200
-14% -$89.9K 0.01% 898
2021
Q3 		$788K Sell
58,915
-4,950
-8% -$78.2K 0.03% 597
2021
Q2 		$1.18M Sell
63,865
-4,286
-6% -$59.9K 0.04% 467
2021
Q1 		$825K Buy
68,151
+33,849
+99% +$343K 0.03% 538
2020
Q4 		$208K Buy
34,302
+9,802
+40% +$33.7K 0.01% 909
2020
Q3 		$36K Buy
+24,500
New +$36.1K ﹤0.01% 928

Other funds holding ZDGE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

B. Riley Wealth Advisors's ZDGE Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Zedge (ZDGE) in Q3 2024, closing a stake of 38,051 shares — an estimated $116K sold.

B. Riley Wealth Advisors first reported a position in ZDGE in Q3 2020 and held it in 16 quarters. The position peaked at $1.18M in Q2 2021. 36 funds tracked by Wall St. Rank hold ZDGE as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Zedge position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 38,051 Zedge shares in Q3 2024, an estimated $116K.
  • B. Riley Wealth Advisors first reported a position in Zedge in Q3 2020 and held it in 16 quarters.
  • B. Riley Wealth Advisors's Zedge position peaked at $1.18M in Q2 2021.
  • 36 funds tracked by Wall St. Rank held Zedge as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.