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B. Riley Wealth Advisors’s Curis CRIS Stock Holding History

B. Riley Wealth Advisors’s Portfolio CRIS Stock Details CRIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-28
Closed -$9.33K – 1535
2023
Q2 		$9.33K Buy
+28
New +$9.11K ﹤0.01% 1523
2014
Q3 		– Sell
-2
Closed -$5.58K – 882
2014
Q2 		$5.58K Buy
+2
New +$8.15K ﹤0.01% 2000

Other funds holding CRIS

MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
MCM
M28 Capital Management Stamford, Connecticut $53.8M AUM 28.63% 1-Year Est. Return
KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 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

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

B. Riley Wealth Advisors sold out of Curis (CRIS) in Q3 2023, closing a stake of 28 shares — an estimated $9.33K sold.

B. Riley Wealth Advisors first reported a position in CRIS in Q2 2014 and held it in 2 quarters. The position peaked at $9.33K in Q2 2023. 31 funds tracked by Wall St. Rank hold CRIS as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Curis position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 28 Curis shares in Q3 2023, an estimated $9.33K.
  • B. Riley Wealth Advisors first reported a position in Curis in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Curis position peaked at $9.33K in Q2 2023.
  • 31 funds tracked by Wall St. Rank held Curis as of Q3 2023.

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