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B. Riley Wealth Advisors’s Cumberland Pharmaceuticals CPIX Stock Holding History

B. Riley Wealth Advisors’s Portfolio CPIX Stock Details CPIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-90,298
Closed -$133K – 1533
2023
Q2 		$133K Buy
+90,298
New +$156K ﹤0.01% 1399

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Acadian Asset Management
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BlackRock
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Cumberland Pharmaceuticals (CPIX) in Q3 2023, closing a stake of 90,298 shares — an estimated $133K sold.

B. Riley Wealth Advisors first reported a position in CPIX in Q2 2023 and held it in 1 quarter. The position peaked at $133K in Q2 2023. 21 funds tracked by Wall St. Rank hold CPIX as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Cumberland Pharmaceuticals position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 90,298 Cumberland Pharmaceuticals shares in Q3 2023, an estimated $133K.
  • B. Riley Wealth Advisors first reported a position in Cumberland Pharmaceuticals in Q2 2023 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Cumberland Pharmaceuticals position peaked at $133K in Q2 2023.
  • 21 funds tracked by Wall St. Rank held Cumberland Pharmaceuticals as of Q3 2023.

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