B. Riley Wealth Management’s Alta Equipment Group ALTG Stock Holding History

B. Riley Wealth Management’s Portfolio ALTG Stock Details ALTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$2.17K	Buy	14,056 +994	+8%	+$10.9K	﹤0.01%	204
2022 Q1	$161K	Buy	13,062 +2,612	+25%	+$34.4K	0.01%	574
2021 Q4	$153K	Buy	10,450 +300	+3%	+$4.41K	0.01%	609
2021 Q3	$139K	Buy	+10,150	New	+$133K	0.01%	596
2021 Q1	–	Sell	-20,350	Closed	-$201K	–	434
2020 Q4	$201K	Buy	20,350 +4,050	+25%	+$35K	0.03%	333
2020 Q3	$128K	Buy	16,300 +1,800	+12%	+$14.3K	0.02%	391
2020 Q2	$113K	Buy	+14,500	New	+$89.6K	0.01%	394
2020 Q1	–	Sell	-201,664	Closed	-$2.02M	–	520
2019 Q4	$2.02M	Hold	201,664	–	–	0.3%	78
2019 Q3	$2M	Hold	201,664	–	–	0.35%	69
2019 Q2	$1.97K	Buy	+201,664	New	+$1.97M	0.3%	67

Other funds holding ALTG

BRF

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

MRCM

Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return

PAIM

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

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

B. Riley Wealth Management's ALTG Position: Q2 2022 in Review

B. Riley Wealth Management increased its Alta Equipment Group (ALTG) stake by 7.6% in Q2 2022, buying an estimated $10.9K and bringing the position to 14,056 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

B. Riley Wealth Management first reported a position in ALTG in Q2 2019 and has held it in 10 quarters since. The position peaked at $2.02M in Q4 2019. 85 funds tracked by Wall St. Rank hold ALTG as of Q2 2022.

B. Riley Wealth Management held 14,056 shares of Alta Equipment Group worth $2.17K as of Q2 2022.
B. Riley Wealth Management bought 994 Alta Equipment Group shares in Q2 2022, an estimated $10.9K.
Alta Equipment Group made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #204 holding.
B. Riley Wealth Management first reported a position in Alta Equipment Group in Q2 2019 and has held it in 10 quarters since.
B. Riley Wealth Management's Alta Equipment Group position peaked at $2.02M in Q4 2019.
85 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.