BRWA
HLTH

B. Riley Wealth Advisors’s Cue Health Inc. Common Stock HLTH Stock Holding History

B. Riley Wealth Advisors’s Portfolio HLTH Stock Details HLTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-260,000
Closed -$115K – 1631
2024
Q1 		$115K Sell
260,000
-64,000
-20% -$14.5K ﹤0.01% 1344
2023
Q4 		$52.6K Buy
324,000
+64,000
+25% +$21.2K ﹤0.01% 1349
2023
Q3 		$115K Buy
+260,000
New +$119K ﹤0.01% 1344
2023
Q2 		– Sell
-54,500
Closed -$99.2K – 1671
2023
Q1 		$99.2K Sell
54,500
-49,500
-48% -$108K ﹤0.01% 1384
2022
Q4 		$215K Buy
104,000
+92,000
+767% +$291K 0.01% 1215
2022
Q3 		$37K Sell
12,000
-495,150
-98% -$1.76M ﹤0.01% 1396
2022
Q2 		$1.62M Buy
507,150
+150,705
+42% +$816K 0.07% 288
2022
Q1 		$2.3M Buy
356,445
+279,795
+365% +$2.53M 0.08% 271
2021
Q4 		$1.03M Buy
+76,650
New +$843K 0.03% 524

Other funds holding HLTH

TC
Tarsadia Capital New York $5.64M AUM 15.7% 1-Year Est. Return
OC
Oakmont Corp Los Angeles, California $526M AUM 7.52% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
OPTFSNA
Old Point Trust & Financial Services N A Newport News, Virginia $311M AUM 24.14% 1-Year Est. Return
FFA
Frazier Financial Advisors Columbus, Ohio $181M AUM 11.16% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

B. Riley Wealth Advisors's HLTH Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Cue Health Inc. Common Stock (HLTH) in Q2 2024, closing a stake of 260,000 shares — an estimated $115K sold.

B. Riley Wealth Advisors first reported a position in HLTH in Q4 2021 and held it in 9 quarters. The position peaked at $2.3M in Q1 2022. 9 funds tracked by Wall St. Rank hold HLTH as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Cue Health Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 260,000 Cue Health Inc. Common Stock shares in Q2 2024, an estimated $115K.
  • B. Riley Wealth Advisors first reported a position in Cue Health Inc. Common Stock in Q4 2021 and held it in 9 quarters.
  • B. Riley Wealth Advisors's Cue Health Inc. Common Stock position peaked at $2.3M in Q1 2022.
  • 9 funds tracked by Wall St. Rank held Cue Health Inc. Common Stock as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.