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Bourgeon Capital Management’s Riot Platforms RIOT Stock Holding History

Bourgeon Capital Management’s Portfolio RIOT Stock Details RIOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-55
Closed -$851 – 311
2023
Q4 		$851 Hold
55
– – ﹤0.01% 340
2023
Q3 		$514 Hold
55
– – ﹤0.01% 336
2023
Q2 		$651 Hold
55
– – ﹤0.01% 310
2023
Q1 		$550 Hold
55
– – ﹤0.01% 297
2022
Q4 		$186 Hold
55
– – ﹤0.01% 358
2022
Q3 		$0 Hold
55
– – ﹤0.01% 430
2022
Q2 		$0 Hold
55
– – ﹤0.01% 304
2022
Q1 		$1K Buy
55
+25
+83% +$451 ﹤0.01% 277
2021
Q4 		$1K Buy
30
+5
+20% +$149 ﹤0.01% 260
2021
Q3 		$1K Buy
25
+10
+67% +$322 ﹤0.01% 270
2021
Q2 		$1K Hold
15
– – ﹤0.01% 270
2021
Q1 		$1K Buy
+15
New +$607 ﹤0.01% 269

Other funds holding RIOT

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
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bourgeon Capital Management's RIOT Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Riot Platforms (RIOT) in Q1 2024, closing a stake of 55 shares — an estimated $851 sold.

Bourgeon Capital Management first reported a position in RIOT in Q1 2021 and held it in 12 quarters. The position peaked at $1K in Q1 2022. 290 funds tracked by Wall St. Rank hold RIOT as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Riot Platforms position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 55 Riot Platforms shares in Q1 2024, an estimated $851.
  • Bourgeon Capital Management first reported a position in Riot Platforms in Q1 2021 and held it in 12 quarters.
  • Bourgeon Capital Management's Riot Platforms position peaked at $1K in Q1 2022.
  • 290 funds tracked by Wall St. Rank held Riot Platforms as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.