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B. Riley Wealth Management’s Goldman Sachs GS Stock Holding History

B. Riley Wealth Management’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$22.4K Buy
4,462
+106
+2% +$33K ﹤0.01% 696
2022
Q1 		$1.44M Sell
4,356
-7,572
-63% -$2.67M 0.11% 179
2021
Q4 		$4.56M Buy
11,928
+7,590
+175% +$3M 0.32% 77
2021
Q3 		$1.64M Sell
4,338
-96
-2% -$37.5K 0.13% 164
2021
Q2 		$1.68M Buy
4,434
+1,473
+50% +$527K 0.19% 118
2021
Q1 		$968K Buy
2,961
+461
+18% +$144K 0.11% 157
2020
Q4 		$659K Buy
2,500
+672
+37% +$150K 0.09% 179
2020
Q3 		$367K Buy
1,828
+501
+38% +$102K 0.04% 270
2020
Q2 		$262K Sell
1,327
-354
-21% -$66.5K 0.03% 325
2020
Q1 		$260K Buy
1,681
+547
+48% +$116K 0.03% 383
2019
Q4 		$261K Buy
1,134
+17
+2% +$3.69K 0.04% 311
2019
Q3 		$231K Sell
1,117
-1,235
-53% -$258K 0.04% 321
2019
Q2 		$481K Buy
2,352
+116
+5% +$23K 0.07% 211
2019
Q1 		$429K Buy
2,236
+694
+45% +$134K 0.07% 224
2018
Q4 		$257K Sell
1,542
-652
-30% -$132K 0.05% 269
2018
Q3 		$492K Buy
+2,194
New +$510K 0.12% 147
2014
Q2 		– Sell
-6
Closed -$968 – 1126
2014
Q1 		$1K Buy
+6
New +$1.01K ﹤0.01% 1040

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

B. Riley Wealth Management increased its Goldman Sachs (GS) stake by 2.4% in Q2 2022, buying an estimated $33K and bringing the position to 4,462 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

B. Riley Wealth Management first reported a position in GS in Q1 2014 and has held it in 17 quarters since. The position peaked at $4.56M in Q4 2021. 1,771 funds tracked by Wall St. Rank hold GS as of Q2 2022.

  • B. Riley Wealth Management held 4,462 shares of Goldman Sachs worth $22.4K as of Q2 2022.
  • B. Riley Wealth Management bought 106 Goldman Sachs shares in Q2 2022, an estimated $33K.
  • Goldman Sachs made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #696 holding.
  • B. Riley Wealth Management first reported a position in Goldman Sachs in Q1 2014 and has held it in 17 quarters since.
  • B. Riley Wealth Management's Goldman Sachs position peaked at $4.56M in Q4 2021.
  • 1,771 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2022.

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