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Centric Wealth Management’s Riot Platforms RIOT Stock Holding History

Centric Wealth 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
2025
Q1 		– Sell
-10,100
Closed -$103K – 184
2024
Q4 		$103K Buy
+10,100
New +$110K 0.03% 163

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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $3.66B AUM 25.21% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Centric Wealth Management's RIOT Position: Q1 2025 in Review

Centric Wealth Management sold out of Riot Platforms (RIOT) in Q1 2025, closing a stake of 10,100 shares — an estimated $103K sold.

Centric Wealth Management first reported a position in RIOT in Q4 2024 and held it in 1 quarter. The position peaked at $103K in Q4 2024. 331 funds tracked by Wall St. Rank hold RIOT as of Q1 2025.

  • Centric Wealth Management reported no remaining Riot Platforms position as of Q1 2025 after selling out during the quarter.
  • Centric Wealth Management sold 10,100 Riot Platforms shares in Q1 2025, an estimated $103K.
  • Centric Wealth Management first reported a position in Riot Platforms in Q4 2024 and held it in 1 quarter.
  • Centric Wealth Management's Riot Platforms position peaked at $103K in Q4 2024.
  • 331 funds tracked by Wall St. Rank held Riot Platforms as of Q1 2025.

Based on Centric Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.