B. Riley Wealth Management’s Block Inc XYZ Stock Holding History

B. Riley Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$355	Sell	5,780 -5	-0.1%	-$457	﹤0.01%	496
2022 Q1	$784K	Sell	5,785 -823	-12%	-$99.6K	0.06%	246
2021 Q4	$1.07M	Buy	6,608 +28	+0.4%	+$6.07K	0.07%	224
2021 Q3	$1.58M	Buy	+6,580	New	+$1.69M	0.12%	171
2020 Q3	–	Sell	-8,382	Closed	-$880K	–	544
2020 Q2	$880K	Sell	8,382 -2,495	-23%	-$191K	0.1%	174
2020 Q1	$570K	Buy	+10,877	New	+$744K	0.06%	254
2019 Q4	–	Sell	-7,846	Closed	-$486K	–	444
2019 Q3	$486K	Sell	7,846 -3,635	-32%	-$247K	0.08%	205
2019 Q2	$833	Sell	11,481 -1,292	-10%	-$90.3K	0.13%	154
2019 Q1	$957K	Buy	12,773 +861	+7%	+$62.4K	0.17%	140
2018 Q4	$668K	Buy	11,912 +3,839	+48%	+$271K	0.14%	155
2018 Q3	$799K	Buy	+8,073	New	+$623K	0.2%	110

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

B. Riley Wealth Management reduced its Block Inc (XYZ) stake by 0.09% in Q2 2022, selling an estimated $457 and leaving 5,780 shares worth $355. The position accounts for ﹤0.01% of the portfolio, ranked #496.

B. Riley Wealth Management first reported a position in XYZ in Q3 2018 and has held it in 11 quarters since. The position peaked at $1.58M in Q3 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

B. Riley Wealth Management held 5,780 shares of Block Inc worth $355 as of Q2 2022.
B. Riley Wealth Management sold 5 Block Inc shares in Q2 2022, an estimated $457.
Block Inc made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #496 holding.
B. Riley Wealth Management first reported a position in Block Inc in Q3 2018 and has held it in 11 quarters since.
B. Riley Wealth Management's Block Inc position peaked at $1.58M in Q3 2021.
1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

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