B. Riley Wealth Advisors’s CareCloud CCLD Stock Holding History

B. Riley Wealth Advisors’s Portfolio CCLD Stock Details CCLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-107,217	Closed	-$344K	–	1045
2025 Q3	$344K	Sell	107,217 -3,163	-3%	-$9.16K	0.02%	661
2025 Q2	$260K	Buy	+110,380	New	+$210K	0.01%	772
2023 Q1	–	Sell	-11,450	Closed	-$32.2K	–	1535
2022 Q4	$32.2K	Sell	11,450 -3,585	-24%	-$12.4K	﹤0.01%	1433
2022 Q3	$63K	Sell	15,035 -1,001	-6%	-$3.99K	﹤0.01%	1369
2022 Q2	$55K	Sell	16,036 -399	-2%	-$1.58K	﹤0.01%	1167
2022 Q1	$85K	Hold	16,435	–	–	﹤0.01%	1309
2021 Q4	$104K	Buy	16,435 +4,450	+37%	+$31.5K	﹤0.01%	1340
2021 Q3	$92K	Buy	11,985 +985	+9%	+$7.98K	﹤0.01%	1341
2021 Q2	$93K	Hold	11,000	–	–	﹤0.01%	1315
2021 Q1	$92K	Buy	+11,000	New	+$109K	﹤0.01%	1301
2020 Q4	–	Sell	-12,000	Closed	-$107K	–	1035
2020 Q3	$107K	Buy	+12,000	New	+$121K	0.01%	885

Other funds holding CCLD

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

LCM

Legato Capital Management San Francisco, California $1.1B AUM 61.65% 1-Year Est. Return

B. Riley Wealth Advisors's CCLD Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of CareCloud (CCLD) in Q4 2025, closing a stake of 107,217 shares — an estimated $344K sold.

B. Riley Wealth Advisors first reported a position in CCLD in Q3 2020 and held it in 11 quarters. The position peaked at $344K in Q3 2025. 69 funds tracked by Wall St. Rank hold CCLD as of Q4 2025.

B. Riley Wealth Advisors reported no remaining CareCloud position as of Q4 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 107,217 CareCloud shares in Q4 2025, an estimated $344K.
B. Riley Wealth Advisors first reported a position in CareCloud in Q3 2020 and held it in 11 quarters.
B. Riley Wealth Advisors's CareCloud position peaked at $344K in Q3 2025.
69 funds tracked by Wall St. Rank held CareCloud as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.