BRWM
SELF

B. Riley Wealth Management’s Global Self Storage SELF Stock Holding History

B. Riley Wealth Management’s Portfolio SELF Stock Details SELF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$116K Hold
20,520
– – 0.01% 614
2022
Q1 		$115K Hold
20,520
– – 0.01% 591
2021
Q4 		$117K Hold
20,520
– – 0.01% 624
2021
Q3 		$106K Buy
20,520
+1,000
+5% +$5.2K 0.01% 604
2021
Q2 		$102K Buy
+19,520
New +$104K 0.01% 408

Other funds holding SELF

BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
WC
Winmill & Co Walpole, New Hampshire $452M AUM 56.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

B. Riley Wealth Management held its Global Self Storage (SELF) position steady in Q2 2022 at 20,520 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #614.

B. Riley Wealth Management first reported a position in SELF in Q2 2021 and has held it in 5 quarters since. The position peaked at $117K in Q4 2021. 39 funds tracked by Wall St. Rank hold SELF as of Q2 2022.

  • B. Riley Wealth Management held 20,520 shares of Global Self Storage worth $116K as of Q2 2022.
  • B. Riley Wealth Management left its Global Self Storage share count unchanged in Q2 2022.
  • Global Self Storage made up 0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #614 holding.
  • B. Riley Wealth Management first reported a position in Global Self Storage in Q2 2021 and has held it in 5 quarters since.
  • B. Riley Wealth Management's Global Self Storage position peaked at $117K in Q4 2021.
  • 39 funds tracked by Wall St. Rank held Global Self Storage as of Q2 2022.

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