BJL
ROI

Brighton Jones LLC’s RiskOn International, Inc. Common Stock ROI Stock Holding History

Brighton Jones LLC’s Portfolio ROI Stock Details ROI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,326
Closed -$4.66K – 570
2023
Q1 		$4.66K Hold
1,326
– – ﹤0.01% 518
2022
Q4 		$9.14K Hold
1,326
– – ﹤0.01% 474
2022
Q3 		$52K Hold
1,326
– – ﹤0.01% 452
2022
Q2 		$104K Hold
1,326
– – 0.01% 449
2022
Q1 		$92K Hold
1,326
– – ﹤0.01% 499
2021
Q4 		$89K Hold
1,326
– – ﹤0.01% 515
2021
Q3 		$209K Buy
+1,326
New +$186K 0.01% 450

Other funds holding ROI

NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
HCP
Hexagon Capital Partners Rogers, Arkansas $683M AUM 34.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Brighton Jones LLC's ROI Position: Q2 2023 in Review

Brighton Jones LLC sold out of RiskOn International, Inc. Common Stock (ROI) in Q2 2023, closing a stake of 1,326 shares — an estimated $4.66K sold.

Brighton Jones LLC first reported a position in ROI in Q3 2021 and held it in 7 quarters. The position peaked at $209K in Q3 2021. 17 funds tracked by Wall St. Rank hold ROI as of Q2 2023.

  • Brighton Jones LLC reported no remaining RiskOn International, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Brighton Jones LLC sold 1,326 RiskOn International, Inc. Common Stock shares in Q2 2023, an estimated $4.66K.
  • Brighton Jones LLC first reported a position in RiskOn International, Inc. Common Stock in Q3 2021 and held it in 7 quarters.
  • Brighton Jones LLC's RiskOn International, Inc. Common Stock position peaked at $209K in Q3 2021.
  • 17 funds tracked by Wall St. Rank held RiskOn International, Inc. Common Stock as of Q2 2023.

Based on Brighton Jones LLC's 13F filing for Q2 2023, filed 31 Jul 2023.