BRWM
TLS icon

B. Riley Wealth Management’s Telos TLS Stock Holding History

B. Riley Wealth Management’s Portfolio TLS Stock Details TLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$254 Buy
31,415
+15,135
+93% +$130K ﹤0.01% 584
2022
Q1 		$162K Buy
+16,280
New +$183K 0.01% 573
2021
Q1 		– Sell
-6,800
Closed -$224K – 481
2020
Q4 		$224K Buy
+6,800
New +$162K 0.03% 319

Other funds holding TLS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

B. Riley Wealth Management increased its Telos (TLS) stake by 93% in Q2 2022, buying an estimated $130K and bringing the position to 31,415 shares worth $254. The position accounts for ﹤0.01% of the portfolio, ranked #584.

B. Riley Wealth Management first reported a position in TLS in Q4 2020 and has held it in 3 quarters since. The position peaked at $224K in Q4 2020. 133 funds tracked by Wall St. Rank hold TLS as of Q2 2022.

  • B. Riley Wealth Management held 31,415 shares of Telos worth $254 as of Q2 2022.
  • B. Riley Wealth Management bought 15,135 Telos shares in Q2 2022, an estimated $130K.
  • Telos made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #584 holding.
  • B. Riley Wealth Management first reported a position in Telos in Q4 2020 and has held it in 3 quarters since.
  • B. Riley Wealth Management's Telos position peaked at $224K in Q4 2020.
  • 133 funds tracked by Wall St. Rank held Telos as of Q2 2022.

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