BRWM
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B. Riley Wealth Management’s Cloudflare NET Stock Holding History

B. Riley Wealth Management’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,892
Closed -$346K – 792
2022
Q1 		$346K Buy
2,892
+767
+36% +$80K 0.03% 416
2021
Q4 		$279K Sell
2,125
-1,344
-39% -$225K 0.02% 493
2021
Q3 		$391K Sell
3,469
-637
-16% -$76.1K 0.03% 387
2021
Q2 		$435K Sell
4,106
-3,631
-47% -$301K 0.05% 258
2021
Q1 		$544K Buy
7,737
+2,288
+42% +$176K 0.06% 214
2020
Q4 		$414K Buy
+5,449
New +$357K 0.05% 234

Other funds holding NET

Morgan Stanley
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return