BRWM
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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 0.03% 100
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 		$481 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
Q3 		– Hold
0
– – – 1104
2014
Q2 		– Sell
-6
Closed -$968 – 1128
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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return