BRWM
Z icon

B. Riley Wealth Management’s Zillow Z Stock Holding History

B. Riley Wealth Management’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,511
Closed -$221K – 698
2021
Q3 		$221K Sell
2,511
-28
-1% -$2.83K 0.02% 539
2021
Q2 		$310K Buy
2,539
+495
+24% +$60.2K 0.03% 308
2021
Q1 		$265K Buy
+2,044
New +$303K 0.03% 316
2020
Q4 		– Sell
-6,205
Closed -$630K – 474
2020
Q3 		$630K Buy
6,205
+568
+10% +$44.4K 0.07% 200
2020
Q2 		$325K Buy
+5,637
New +$280K 0.04% 286
2020
Q1 		– Sell
-9,675
Closed -$444K – 575
2019
Q4 		$444K Buy
9,675
+1,725
+22% +$64.3K 0.07% 227
2019
Q3 		$237K Hold
7,950
– – 0.04% 320
2019
Q2 		$369 Hold
7,950
– – 0.06% 252
2019
Q1 		$276K Buy
7,950
+48
+0.6% +$1.71K 0.05% 295
2018
Q4 		$250K Buy
+7,902
New +$281K 0.05% 275

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return