Surevest’s Riot Platforms RIOT Stock Holding History

Surevest’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
2022 Q3	$1K	Hold	200	–	–	﹤0.01%	482
2022 Q2	$1K	Hold	200	–	–	﹤0.01%	524
2022 Q1	$4K	Buy	+200	New	+$3.61K	﹤0.01%	339

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Surevest's RIOT Position: Q3 2022 in Review

Surevest held its Riot Platforms (RIOT) position steady in Q3 2022 at 200 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Surevest first reported a position in RIOT in Q1 2022 and has held it in 3 quarters since. The position peaked at $4K in Q1 2022. 222 funds tracked by Wall St. Rank hold RIOT as of Q3 2022.

Surevest held 200 shares of Riot Platforms worth $1K as of Q3 2022.
Surevest left its Riot Platforms share count unchanged in Q3 2022.
Riot Platforms made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #482 holding.
Surevest first reported a position in Riot Platforms in Q1 2022 and has held it in 3 quarters since.
Surevest's Riot Platforms position peaked at $4K in Q1 2022.
222 funds tracked by Wall St. Rank held Riot Platforms as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.