BRWA
ALVO icon

B. Riley Wealth Advisors’s Alvotech ALVO Stock Holding History

B. Riley Wealth Advisors’s Portfolio ALVO Stock Details ALVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$138K Sell
10,395
-39,605
-79% -$488K ﹤0.01% 1082
2024
Q3 		$605K Hold
50,000
– – 0.02% 681
2024
Q2 		$608K Hold
50,000
– – 0.02% 725
2024
Q1 		$456K Hold
50,000
– – 0.01% 836
2023
Q4 		$574K Hold
50,000
– – 0.02% 748
2023
Q3 		$456K Buy
50,000
+25,000
+100% +$232K 0.01% 836
2023
Q2 		$194K Buy
+25,000
New +$233K ﹤0.01% 1365

Other funds holding ALVO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCL
Bracebridge Capital LLC Boston, Massachusetts $3.73B AUM 33.02% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Riley Wealth Advisors's ALVO Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its Alvotech (ALVO) stake by 79% in Q4 2024, selling an estimated $488K and leaving 10,395 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

B. Riley Wealth Advisors first reported a position in ALVO in Q2 2023 and has held it in 7 quarters since. The position peaked at $608K in Q2 2024. 45 funds tracked by Wall St. Rank hold ALVO as of Q4 2024.

  • B. Riley Wealth Advisors held 10,395 shares of Alvotech worth $138K as of Q4 2024.
  • B. Riley Wealth Advisors sold 39,605 Alvotech shares in Q4 2024, an estimated $488K.
  • Alvotech made up ﹤0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #1082 holding.
  • B. Riley Wealth Advisors first reported a position in Alvotech in Q2 2023 and has held it in 7 quarters since.
  • B. Riley Wealth Advisors's Alvotech position peaked at $608K in Q2 2024.
  • 45 funds tracked by Wall St. Rank held Alvotech as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.