SEC 13F Intelligence

B. Riley Wealth Management, Inc. / META

B. Riley Wealth Management, Inc.’s Meta Platforms Inc Position

Does B. Riley Wealth Management, Inc. own Meta Platforms Inc (META)? Yes36.3K shares worth $22M (+0.03% of its 13F portfolio) as of Q3 2022, down from 38.9K shares the prior filed quarter.

Position Value
$22M
Q3 2022
Shares
36.3K
% of Portfolio
+0.03%
Quarters Held
15
currently held

Position History META

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ2 ’19Q3 ’19: $4MQ4 ’19: $5MQ4 ’19Q1 ’20: $7MQ2 ’20: $9MQ2 ’20Q3 ’20: $11MQ4 ’20: $10MQ4 ’20Q1 ’21: $9MQ2 ’21: $11MQ2 ’21Q3 ’21: $12MQ4 ’21: $13MQ4 ’21Q1 ’22: $9MQ3 ’22: $22MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202236.3K$22M+0.03%
Q1 202238.9K$9M+0.67%
Q4 202139.9K$13M+0.93%
Q3 202135.9K$12M+0.94%
Q2 202132.3K$11M+1.24%
Q1 202131.1K$9M+1.07%
Q4 202036.1K$10M+1.27%
Q3 202041.6K$11M+1.29%
Q2 202038.4K$9M+0.96%
Q1 202041.8K$7M+0.73%
Q4 201923.2K$5M+0.71%
Q3 201924.4K$4M+0.76%
Q2 201926.6K$5M+0.79%
Q1 201931.9K$5M+0.92%
Q4 201830.3K$4M+0.83%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See B. Riley Wealth Management, Inc.’s full portfolio or all institutional holders of META.