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IVC Wealth Advisors’s Riot Platforms RIOT Stock Holding History

IVC Wealth Advisors’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
2023
Q4 		– Sell
-13,425
Closed -$125K – 172
2023
Q3 		$125K Buy
13,425
+2,400
+22% +$33K 0.08% 146
2023
Q2 		$130K Buy
+11,025
New +$123K 0.08% 154
2022
Q4 		– Sell
-10,350
Closed -$73K – 157
2022
Q3 		$73K Hold
10,350
– – 0.06% 141
2022
Q2 		$43K Buy
10,350
+200
+2% +$1.86K 0.03% 139
2022
Q1 		$215K Buy
10,150
+75
+0.7% +$1.35K 0.14% 140
2021
Q4 		$225K Buy
10,075
+675
+7% +$20.1K 0.15% 126
2021
Q3 		$242K Buy
9,400
+850
+10% +$27.4K 0.17% 118
2021
Q2 		$322K Buy
8,550
+200
+2% +$7.15K 0.23% 106
2021
Q1 		$445K Sell
8,350
-12,150
-59% -$492K 0.35% 76
2020
Q4 		$348K Buy
+20,500
New +$136K 0.33% 79

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

IVC Wealth Advisors's RIOT Position: Q4 2023 in Review

IVC Wealth Advisors sold out of Riot Platforms (RIOT) in Q4 2023, closing a stake of 13,425 shares — an estimated $125K sold.

IVC Wealth Advisors first reported a position in RIOT in Q4 2020 and held it in 10 quarters. The position peaked at $445K in Q1 2021. 278 funds tracked by Wall St. Rank hold RIOT as of Q4 2023.

  • IVC Wealth Advisors reported no remaining Riot Platforms position as of Q4 2023 after selling out during the quarter.
  • IVC Wealth Advisors sold 13,425 Riot Platforms shares in Q4 2023, an estimated $125K.
  • IVC Wealth Advisors first reported a position in Riot Platforms in Q4 2020 and held it in 10 quarters.
  • IVC Wealth Advisors's Riot Platforms position peaked at $445K in Q1 2021.
  • 278 funds tracked by Wall St. Rank held Riot Platforms as of Q4 2023.

Based on IVC Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.