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B. Riley Wealth Advisors’s Mustang Bio MBIO Stock Holding History

B. Riley Wealth Advisors’s Portfolio MBIO Stock Details MBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-205
Closed -$63.6K – 1591
2023
Q2 		$63.6K Buy
+205
New +$51.5K ﹤0.01% 1470
2023
Q1 		– Sell
-259
Closed -$76.7K – 1582
2022
Q4 		$76.7K Sell
259
-10
-4% -$3.42K ﹤0.01% 1385
2022
Q3 		$95K Sell
269
-25
-9% -$11.6K ﹤0.01% 1327
2022
Q2 		$130K Sell
294
-121
-29% -$67K 0.01% 1100
2022
Q1 		$315K Buy
415
+58
+16% +$47.7K 0.01% 986
2021
Q4 		$445K Buy
357
+19
+6% +$30.7K 0.01% 882
2021
Q3 		$682K Buy
338
+23
+7% +$49.4K 0.02% 657
2021
Q2 		$785K Buy
315
+8
+3% +$19.6K 0.03% 595
2021
Q1 		$764K Buy
307
+47
+18% +$140K 0.03% 564
2020
Q4 		$739K Buy
260
+28
+12% +$66.9K 0.04% 410
2020
Q3 		$550K Buy
232
+6
+3% +$14.8K 0.03% 498
2020
Q2 		$541K Hold
226
– – 0.04% 436
2020
Q1 		$454K Buy
226
+10
+5% +$25.6K 0.04% 419
2019
Q4 		$661K Buy
216
+52
+32% +$119K 0.06% 339
2019
Q3 		$402K Buy
164
+20
+14% +$54.7K 0.04% 479
2019
Q2 		$397K Buy
144
+34
+31% +$97K 0.04% 463
2019
Q1 		$281K Hold
110
– – 0.04% 526
2018
Q4 		$243K Buy
110
+13
+13% +$39.5K 0.03% 508
2018
Q3 		$433K Buy
97
+2
+2% +$10K 0.05% 383
2018
Q2 		$490K Buy
95
+1
+1% +$6.32K 0.06% 331
2018
Q1 		$769K Sell
94
-5
-5% -$42.6K 0.11% 208
2017
Q4 		$889K Buy
99
+42
+74% +$325K 0.12% 189
2017
Q3 		$507K Buy
+57
New +$510K 0.08% 256

Other funds holding MBIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Mustang Bio (MBIO) in Q3 2023, closing a stake of 205 shares — an estimated $63.6K sold.

B. Riley Wealth Advisors first reported a position in MBIO in Q3 2017 and held it in 23 quarters. The position peaked at $889K in Q4 2017. 26 funds tracked by Wall St. Rank hold MBIO as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Mustang Bio position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 205 Mustang Bio shares in Q3 2023, an estimated $63.6K.
  • B. Riley Wealth Advisors first reported a position in Mustang Bio in Q3 2017 and held it in 23 quarters.
  • B. Riley Wealth Advisors's Mustang Bio position peaked at $889K in Q4 2017.
  • 26 funds tracked by Wall St. Rank held Mustang Bio as of Q3 2023.

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