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B. Riley Wealth Advisors’s Corvex Inc MOVE Stock Holding History

B. Riley Wealth Advisors’s Portfolio MOVE Stock Details MOVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-208
Closed -$8.17K – 1236
2024
Q3 		$8.17K Buy
208
+90
+76% +$3.48K ﹤0.01% 1261
2024
Q2 		$3.58K Buy
118
+18
+18% +$864 ﹤0.01% 1378
2024
Q1 		$12K Sell
100
-18
-15% -$1.21K ﹤0.01% 1433
2023
Q4 		$10.2K Buy
118
+18
+18% +$1.69K ﹤0.01% 1381
2023
Q3 		$12K Buy
+100
New +$13.6K ﹤0.01% 1433

Other funds holding MOVE

DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Advisors's MOVE Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Corvex Inc (MOVE) in Q4 2024, closing a stake of 208 shares — an estimated $8.17K sold.

B. Riley Wealth Advisors first reported a position in MOVE in Q3 2023 and held it in 5 quarters. The position peaked at $12K in Q1 2024. 16 funds tracked by Wall St. Rank hold MOVE as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Corvex Inc position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 208 Corvex Inc shares in Q4 2024, an estimated $8.17K.
  • B. Riley Wealth Advisors first reported a position in Corvex Inc in Q3 2023 and held it in 5 quarters.
  • B. Riley Wealth Advisors's Corvex Inc position peaked at $12K in Q1 2024.
  • 16 funds tracked by Wall St. Rank held Corvex Inc as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.