BRWA
CLSD

B. Riley Wealth Advisors’s Clearside Biomedical CLSD Stock Holding History

B. Riley Wealth Advisors’s Portfolio CLSD Stock Details CLSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,067
Closed -$34.7K – 1526
2023
Q2 		$34.7K Buy
+2,067
New +$35.6K ﹤0.01% 1500

Other funds holding CLSD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Advisors's CLSD Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Clearside Biomedical (CLSD) in Q3 2023, closing a stake of 2,067 shares — an estimated $34.7K sold.

B. Riley Wealth Advisors first reported a position in CLSD in Q2 2023 and held it in 1 quarter. The position peaked at $34.7K in Q2 2023. 45 funds tracked by Wall St. Rank hold CLSD as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Clearside Biomedical position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,067 Clearside Biomedical shares in Q3 2023, an estimated $34.7K.
  • B. Riley Wealth Advisors first reported a position in Clearside Biomedical in Q2 2023 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Clearside Biomedical position peaked at $34.7K in Q2 2023.
  • 45 funds tracked by Wall St. Rank held Clearside Biomedical as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.