WealthPLAN Partners’s Riot Platforms RIOT Stock Holding History

WealthPLAN Partners’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 Q2	–	Sell	-150	Closed	-$1.5K	–	1375
2023 Q1	$1.5K	Buy	+150	New	+$976	﹤0.01%	1167

Other funds holding RIOT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

IECM

Intrinsic Edge Capital Management Chicago, Illinois $967M AUM 94.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

WealthPLAN Partners's RIOT Position: Q2 2023 in Review

WealthPLAN Partners sold out of Riot Platforms (RIOT) in Q2 2023, closing a stake of 150 shares — an estimated $1.5K sold.

WealthPLAN Partners first reported a position in RIOT in Q1 2023 and held it in 1 quarter. The position peaked at $1.5K in Q1 2023. 220 funds tracked by Wall St. Rank hold RIOT as of Q2 2023.

WealthPLAN Partners reported no remaining Riot Platforms position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 150 Riot Platforms shares in Q2 2023, an estimated $1.5K.
WealthPLAN Partners first reported a position in Riot Platforms in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's Riot Platforms position peaked at $1.5K in Q1 2023.
220 funds tracked by Wall St. Rank held Riot Platforms as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.