BRWM
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B. Riley Wealth Management’s Babcock & Wilcox BW Stock Holding History

B. Riley Wealth Management’s Portfolio BW Stock Details BW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$89 Sell
14,797
-6,669
-31% -$46.7K ﹤0.01% 709
2022
Q1 		$175K Buy
21,466
+3,865
+22% +$30.1K 0.01% 569
2021
Q4 		$159K Buy
17,601
+2,999
+21% +$24K 0.01% 607
2021
Q3 		$94K Buy
+14,602
New +$102K 0.01% 612

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

B. Riley Wealth Management reduced its Babcock & Wilcox (BW) stake by 31% in Q2 2022, selling an estimated $46.7K and leaving 14,797 shares worth $89. The position accounts for ﹤0.01% of the portfolio, ranked #709.

B. Riley Wealth Management first reported a position in BW in Q3 2021 and has held it in 4 quarters since. The position peaked at $175K in Q1 2022. 115 funds tracked by Wall St. Rank hold BW as of Q2 2022.

  • B. Riley Wealth Management held 14,797 shares of Babcock & Wilcox worth $89 as of Q2 2022.
  • B. Riley Wealth Management sold 6,669 Babcock & Wilcox shares in Q2 2022, an estimated $46.7K.
  • Babcock & Wilcox made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #709 holding.
  • B. Riley Wealth Management first reported a position in Babcock & Wilcox in Q3 2021 and has held it in 4 quarters since.
  • B. Riley Wealth Management's Babcock & Wilcox position peaked at $175K in Q1 2022.
  • 115 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2022.

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