HWM
ROI

HB Wealth Management’s RiskOn International, Inc. Common Stock ROI Stock Holding History

HB Wealth Management’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
-713
Closed -$2.51K – 766
2023
Q1 		$2.51K Hold
713
– – ﹤0.01% 716
2022
Q4 		$4.91K Hold
713
– – ﹤0.01% 687
2022
Q3 		$28K Hold
713
– – ﹤0.01% 574
2022
Q2 		$56K Hold
713
– – ﹤0.01% 568
2022
Q1 		$49K Buy
+713
New +$53K ﹤0.01% 581

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

HB Wealth Management's ROI Position: Q2 2023 in Review

HB Wealth Management sold out of RiskOn International, Inc. Common Stock (ROI) in Q2 2023, closing a stake of 713 shares — an estimated $2.51K sold.

HB Wealth Management first reported a position in ROI in Q1 2022 and held it in 5 quarters. The position peaked at $56K in Q2 2022. 17 funds tracked by Wall St. Rank hold ROI as of Q2 2023.

  • HB Wealth Management reported no remaining RiskOn International, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • HB Wealth Management sold 713 RiskOn International, Inc. Common Stock shares in Q2 2023, an estimated $2.51K.
  • HB Wealth Management first reported a position in RiskOn International, Inc. Common Stock in Q1 2022 and held it in 5 quarters.
  • HB Wealth Management's RiskOn International, Inc. Common Stock position peaked at $56K in Q2 2022.
  • 17 funds tracked by Wall St. Rank held RiskOn International, Inc. Common Stock as of Q2 2023.

Based on HB Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.