BRWM
ASM

B. Riley Wealth Management’s Avino Silver & Gold Mines ASM Stock Holding History

B. Riley Wealth Management’s Portfolio ASM Stock Details ASM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10,000
Closed -$12K – 428
2021
Q1 		$12K Hold
10,000
– – ﹤0.01% 431
2020
Q4 		$13K Hold
10,000
– – ﹤0.01% 385
2020
Q3 		$10K Buy
+10,000
New +$10.6K ﹤0.01% 416
2020
Q1 		– Sell
-10,000
Closed -$6K – 522
2019
Q4 		$6K Hold
10,000
– – ﹤0.01% 399
2019
Q3 		$6K Buy
+10,000
New +$6.47K ﹤0.01% 390

Other funds holding ASM

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SA
Sicart Associates New York $389M AUM 42.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

B. Riley Wealth Management's ASM Position: Q2 2021 in Review

B. Riley Wealth Management sold out of Avino Silver & Gold Mines (ASM) in Q2 2021, closing a stake of 10,000 shares — an estimated $12K sold.

B. Riley Wealth Management first reported a position in ASM in Q3 2019 and held it in 5 quarters. The position peaked at $13K in Q4 2020. 23 funds tracked by Wall St. Rank hold ASM as of Q2 2021.

  • B. Riley Wealth Management reported no remaining Avino Silver & Gold Mines position as of Q2 2021 after selling out during the quarter.
  • B. Riley Wealth Management sold 10,000 Avino Silver & Gold Mines shares in Q2 2021, an estimated $12K.
  • B. Riley Wealth Management first reported a position in Avino Silver & Gold Mines in Q3 2019 and held it in 5 quarters.
  • B. Riley Wealth Management's Avino Silver & Gold Mines position peaked at $13K in Q4 2020.
  • 23 funds tracked by Wall St. Rank held Avino Silver & Gold Mines as of Q2 2021.

Based on B. Riley Wealth Management's 13F filing for Q2 2021, filed 12 Aug 2021.