BRWA
NEUE

B. Riley Wealth Advisors’s NeueHealth NEUE Stock Holding History

B. Riley Wealth Advisors’s Portfolio NEUE Stock Details NEUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-250
Closed -$21K – 1603
2022
Q3 		$21K Buy
+250
New +$33.2K ﹤0.01% 1417

Other funds holding NEUE

NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
SG
StepStone Group La Jolla, California $2.16B AUM 20.11% 1-Year Est. Return
RM
Redpoint Management Woodside, California $204M AUM 31.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
G
Greycroft New York $44.1M AUM 24.2% 1-Year Est. Return
MCAV
Meritech Capital Associates VI Palo Alto, California $45.3M AUM 4.6% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

B. Riley Wealth Advisors's NEUE Position: Q4 2022 in Review

B. Riley Wealth Advisors sold out of NeueHealth (NEUE) in Q4 2022, closing a stake of 250 shares — an estimated $21K sold.

B. Riley Wealth Advisors first reported a position in NEUE in Q3 2022 and held it in 1 quarter. The position peaked at $21K in Q3 2022. 127 funds tracked by Wall St. Rank hold NEUE as of Q4 2022.

  • B. Riley Wealth Advisors reported no remaining NeueHealth position as of Q4 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 250 NeueHealth shares in Q4 2022, an estimated $21K.
  • B. Riley Wealth Advisors first reported a position in NeueHealth in Q3 2022 and held it in 1 quarter.
  • B. Riley Wealth Advisors's NeueHealth position peaked at $21K in Q3 2022.
  • 127 funds tracked by Wall St. Rank held NeueHealth as of Q4 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.