LM Advisors’s Riot Platforms RIOT Stock Holding History

LM 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
2024 Q1	–	Sell	-2,541	Closed	-$39.3K	–	608
2023 Q4	$39.3K	Buy	+2,541	New	+$30.7K	0.01%	360

Other funds holding RIOT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LM Advisors's RIOT Position: Q1 2024 in Review

LM Advisors sold out of Riot Platforms (RIOT) in Q1 2024, closing a stake of 2,541 shares — an estimated $39.3K sold.

LM Advisors first reported a position in RIOT in Q4 2023 and held it in 1 quarter. The position peaked at $39.3K in Q4 2023. 290 funds tracked by Wall St. Rank hold RIOT as of Q1 2024.

LM Advisors reported no remaining Riot Platforms position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 2,541 Riot Platforms shares in Q1 2024, an estimated $39.3K.
LM Advisors first reported a position in Riot Platforms in Q4 2023 and held it in 1 quarter.
LM Advisors's Riot Platforms position peaked at $39.3K in Q4 2023.
290 funds tracked by Wall St. Rank held Riot Platforms as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.