GWMIA
RIOT icon

Global Wealth Management Investment Advisory’s Riot Platforms RIOT Stock Holding History

Global Wealth Management Investment Advisory’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
-800
Closed -$12.4K – 365
2023
Q4 		$12.4K Hold
800
– – ﹤0.01% 280
2023
Q3 		$7.46K Hold
800
– – ﹤0.01% 306
2023
Q2 		$9.46K Buy
+800
New +$8.96K ﹤0.01% 298
2022
Q3 		– Sell
-1,200
Closed -$5K – 395
2022
Q2 		$5K Hold
1,200
– – ﹤0.01% 343
2022
Q1 		$25K Buy
1,200
+300
+33% +$5.42K 0.01% 242
2021
Q4 		$20K Buy
900
+492
+121% +$14.6K 0.01% 258
2021
Q3 		$10K Buy
408
+200
+96% +$6.44K ﹤0.01% 318
2021
Q2 		$8K Buy
208
+200
+2,500% +$7.15K ﹤0.01% 316
2021
Q1 		$0 Buy
+8
New +$324 ﹤0.01% 511

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

Global Wealth Management Investment Advisory's RIOT Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Riot Platforms (RIOT) in Q1 2024, closing a stake of 800 shares — an estimated $12.4K sold.

Global Wealth Management Investment Advisory first reported a position in RIOT in Q1 2021 and held it in 9 quarters. The position peaked at $25K in Q1 2022. 290 funds tracked by Wall St. Rank hold RIOT as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Riot Platforms position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 800 Riot Platforms shares in Q1 2024, an estimated $12.4K.
  • Global Wealth Management Investment Advisory first reported a position in Riot Platforms in Q1 2021 and held it in 9 quarters.
  • Global Wealth Management Investment Advisory's Riot Platforms position peaked at $25K in Q1 2022.
  • 290 funds tracked by Wall St. Rank held Riot Platforms as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.