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B. Riley Wealth Advisors’s Fortress Biotech FBIO Stock Holding History

B. Riley Wealth Advisors’s Portfolio FBIO Stock Details FBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-120,814
Closed -$207K – 1312
2024
Q2 		$207K Sell
120,814
-23,886
-17% -$43.3K 0.01% 1224
2024
Q1 		$42K Buy
144,700
+58,725
+68% +$117K ﹤0.01% 1404
2023
Q4 		$259K Buy
85,975
+76,328
+791% +$202K 0.01% 1117
2023
Q3 		$42K Sell
9,647
-2,006
-17% -$13.8K ﹤0.01% 1404
2023
Q2 		$96.1K Sell
11,653
-454
-4% -$4.49K ﹤0.01% 1438
2023
Q1 		$149K Buy
12,107
+1,120
+10% +$13.3K ﹤0.01% 1338
2022
Q4 		$108K Hold
10,987
– – ﹤0.01% 1350
2022
Q3 		$142K Buy
10,987
+400
+4% +$5.99K ﹤0.01% 1284
2022
Q2 		$134K Buy
10,587
+884
+9% +$13.1K 0.01% 1095
2022
Q1 		$198K Buy
9,703
+2,266
+30% +$62K 0.01% 1219
2021
Q4 		$279K Buy
7,437
+3,880
+109% +$173K 0.01% 1114
2021
Q3 		$172K Buy
3,557
+623
+21% +$30.4K 0.01% 1262
2021
Q2 		$157K Sell
2,934
-1,100
-27% -$66.3K 0.01% 1260
2021
Q1 		$214K Buy
4,034
+333
+9% +$18.8K 0.01% 1160
2020
Q4 		$176K Sell
3,701
-1,085
-23% -$47K 0.01% 943
2020
Q3 		$285K Buy
4,786
+953
+25% +$48.5K 0.02% 728
2020
Q2 		$154K Sell
3,833
-1,700
-31% -$63.1K 0.01% 795
2020
Q1 		$157K Buy
5,533
+1,016
+22% +$33.7K 0.01% 703
2019
Q4 		$167K Buy
4,517
+614
+16% +$15.8K 0.01% 772
2019
Q3 		$83K Buy
3,903
+216
+6% +$5.08K 0.01% 776
2019
Q2 		$85K Sell
3,687
-74
-2% -$1.9K 0.01% 762
2019
Q1 		$88K Buy
3,761
+583
+18% +$15.3K 0.01% 703
2018
Q4 		$41K Buy
3,178
+305
+11% +$5.09K 0.01% 651
2018
Q3 		$69K Buy
2,873
+374
+15% +$12K 0.01% 698
2018
Q2 		$112K Sell
2,499
-9
-0.4% -$507 0.01% 644
2018
Q1 		$171K Buy
2,508
+437
+21% +$27.7K 0.02% 604
2017
Q4 		$124K Buy
2,071
+195
+10% +$11.5K 0.02% 605
2017
Q3 		$125K Sell
1,876
-47
-2% -$3.17K 0.02% 514
2017
Q2 		$138K Buy
1,923
+533
+38% +$31.5K 0.03% 494
2017
Q1 		$78K Hold
1,390
– – 0.02% 491
2016
Q4 		$57K Sell
1,390
-217
-14% -$8.11K 0.01% 513
2016
Q3 		$72K Hold
1,607
– – 0.01% 584
2016
Q2 		$65K Hold
1,607
– – 0.01% 583
2016
Q1 		$75K Hold
1,607
– – 0.02% 520
2015
Q4 		$68K Buy
1,607
+400
+33% +$16.8K 0.01% 533
2015
Q3 		$48K Buy
+1,207
New +$56.4K 0.01% 532
2015
Q1 		– Sell
-3,113
Closed -$665 – 1035
2014
Q4 		$665 Buy
3,113
+573
+23% +$16.9K 0.01% 838
2014
Q3 		$80K Sell
2,540
-467
-16% -$12.4K 0.02% 590
2014
Q2 		$77.6K Sell
3,007
-133
-4% -$3.51K 0.02% 834
2014
Q1 		$93K Buy
3,140
+1,333
+74% +$52K 0.03% 634
2013
Q4 		$71K Buy
1,807
+689
+62% +$26.6K 0.02% 615
2013
Q3 		$118K Buy
1,118
+340
+44% +$41.7K 0.04% 499
2013
Q2 		$100K Buy
+778
New +$115K 0.03% 546

Other funds holding FBIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
SAM
Shikiar Asset Management New York $347M AUM 23.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

B. Riley Wealth Advisors's FBIO Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Fortress Biotech (FBIO) in Q3 2024, closing a stake of 120,814 shares — an estimated $207K sold.

B. Riley Wealth Advisors first reported a position in FBIO in Q2 2013 and held it in 43 quarters. The position peaked at $285K in Q3 2020. 50 funds tracked by Wall St. Rank hold FBIO as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Fortress Biotech position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 120,814 Fortress Biotech shares in Q3 2024, an estimated $207K.
  • B. Riley Wealth Advisors first reported a position in Fortress Biotech in Q2 2013 and held it in 43 quarters.
  • B. Riley Wealth Advisors's Fortress Biotech position peaked at $285K in Q3 2020.
  • 50 funds tracked by Wall St. Rank held Fortress Biotech as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.