BRWM
SMSI icon

B. Riley Wealth Management’s Smith Micro Software SMSI Stock Holding History

B. Riley Wealth Management’s Portfolio SMSI Stock Details SMSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$38.8K Buy
+498
New +$57.9K 0.05% 80
2022
Q1 		– Sell
-450
Closed -$89K – 693
2021
Q4 		$89K Hold
450
– – 0.01% 632
2021
Q3 		$87K Buy
+450
New +$91K 0.01% 614

Other funds holding SMSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

B. Riley Wealth Management opened a new position in Smith Micro Software (SMSI) in Q2 2022: 498 shares worth $38.8K. The stake represents 0.05% of the portfolio and ranks #80 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in SMSI as recently as Q4 2021.

B. Riley Wealth Management first reported a position in SMSI in Q3 2021 and has held it in 3 quarters since. The position peaked at $89K in Q4 2021. 67 funds tracked by Wall St. Rank hold SMSI as of Q2 2022.

  • B. Riley Wealth Management held 498 shares of Smith Micro Software worth $38.8K as of Q2 2022.
  • Smith Micro Software was a new B. Riley Wealth Management position in Q2 2022.
  • Smith Micro Software made up 0.05% of B. Riley Wealth Management's portfolio in Q2 2022, its #80 holding.
  • B. Riley Wealth Management first reported a position in Smith Micro Software in Q3 2021 and has held it in 3 quarters since.
  • B. Riley Wealth Management's Smith Micro Software position peaked at $89K in Q4 2021.
  • 67 funds tracked by Wall St. Rank held Smith Micro Software as of Q2 2022.

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