BRWA
ITRM

B. Riley Wealth Advisors’s Iterum Therapeutics ITRM Stock Holding History

B. Riley Wealth Advisors’s Portfolio ITRM Stock Details ITRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,140
Closed -$75K – 1433
2021
Q2 		$75K Sell
2,140
-3,347
-61% -$72.6K ﹤0.01% 1331
2021
Q1 		$117K Buy
+5,487
New +$131K ﹤0.01% 1279

Other funds holding ITRM

CPX
Canaan Partners X Menlo Park, California $74.7M AUM 151.56% 1-Year Est. Return
NLVP
New Leaf Venture Partners New York $43M AUM 25.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FNBT
FineMark National Bank & Trust Fort Myers, Florida $3.2B AUM 18.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

B. Riley Wealth Advisors's ITRM Position: Q3 2021 in Review

B. Riley Wealth Advisors sold out of Iterum Therapeutics (ITRM) in Q3 2021, closing a stake of 2,140 shares — an estimated $75K sold.

B. Riley Wealth Advisors first reported a position in ITRM in Q1 2021 and held it in 2 quarters. The position peaked at $117K in Q1 2021. 42 funds tracked by Wall St. Rank hold ITRM as of Q3 2021.

  • B. Riley Wealth Advisors reported no remaining Iterum Therapeutics position as of Q3 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,140 Iterum Therapeutics shares in Q3 2021, an estimated $75K.
  • B. Riley Wealth Advisors first reported a position in Iterum Therapeutics in Q1 2021 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Iterum Therapeutics position peaked at $117K in Q1 2021.
  • 42 funds tracked by Wall St. Rank held Iterum Therapeutics as of Q3 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.