BRWM
RH icon

B. Riley Wealth Management’s RH RH Stock Holding History

B. Riley Wealth Management’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-318
Closed -$212K – 686
2021
Q3 		$212K Buy
+318
New +$219K 0.02% 553
2015
Q1 		– Sell
-1,000
Closed -$96K – 1087
2014
Q4 		$96K Buy
+1,000
New +$83.8K 0.08% 278

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
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
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

B. Riley Wealth Management's RH Position: Q4 2021 in Review

B. Riley Wealth Management sold out of RH (RH) in Q4 2021, closing a stake of 318 shares — an estimated $212K sold.

B. Riley Wealth Management first reported a position in RH in Q4 2014 and held it in 2 quarters. The position peaked at $212K in Q3 2021. 481 funds tracked by Wall St. Rank hold RH as of Q4 2021.

  • B. Riley Wealth Management reported no remaining RH position as of Q4 2021 after selling out during the quarter.
  • B. Riley Wealth Management sold 318 RH shares in Q4 2021, an estimated $212K.
  • B. Riley Wealth Management first reported a position in RH in Q4 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's RH position peaked at $212K in Q3 2021.
  • 481 funds tracked by Wall St. Rank held RH as of Q4 2021.

Based on B. Riley Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.