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B. Riley Wealth Management’s Nasdaq NDAQ Stock Holding History

B. Riley Wealth Management’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,840
Closed -$228K – 791
2022
Q1 		$228K Buy
3,840
+453
+13% +$26.8K 0.02% 525
2021
Q4 		$237K Hold
3,387
– – 0.02% 532
2021
Q3 		$218K Buy
+3,387
New +$213K 0.02% 545
2020
Q2 		– Sell
-3,060
Closed -$97K – 512
2020
Q1 		$97K Sell
3,060
-5,055
-62% -$179K 0.01% 479
2019
Q4 		$290K Buy
8,115
+1,743
+27% +$59.4K 0.04% 296
2019
Q3 		$211K Buy
+6,372
New +$212K 0.04% 330

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

B. Riley Wealth Management sold out of Nasdaq (NDAQ) in Q2 2022, closing a stake of 3,840 shares — an estimated $228K sold.

B. Riley Wealth Management first reported a position in NDAQ in Q3 2019 and held it in 6 quarters. The position peaked at $290K in Q4 2019. 643 funds tracked by Wall St. Rank hold NDAQ as of Q2 2022.

  • B. Riley Wealth Management reported no remaining Nasdaq position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 3,840 Nasdaq shares in Q2 2022, an estimated $228K.
  • B. Riley Wealth Management first reported a position in Nasdaq in Q3 2019 and held it in 6 quarters.
  • B. Riley Wealth Management's Nasdaq position peaked at $290K in Q4 2019.
  • 643 funds tracked by Wall St. Rank held Nasdaq as of Q2 2022.

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