BRWA
PVLA

B. Riley Wealth Advisors’s Palvella Therapeutics PVLA Stock Holding History

B. Riley Wealth Advisors’s Portfolio PVLA Stock Details PVLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-213
Closed -$5.07K – 1626
2024
Q1 		$5.07K Buy
+213
New +$2.97K ﹤0.01% 1442
2023
Q4 		– Sell
-213
Closed -$5.07K – 1522
2023
Q3 		$5.07K Buy
+213
New +$4.58K ﹤0.01% 1442
2023
Q2 		– Sell
-238
Closed -$18.5K – 1661
2023
Q1 		$18.5K Sell
238
-187
-44% -$21.7K ﹤0.01% 1474
2022
Q4 		$35.4K Sell
425
-220
-34% -$17.7K ﹤0.01% 1425
2022
Q3 		$60K Buy
+645
New +$83.2K ﹤0.01% 1374

Other funds holding PVLA

BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
LCM
Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Palvella Therapeutics (PVLA) in Q2 2024, closing a stake of 213 shares — an estimated $5.07K sold.

B. Riley Wealth Advisors first reported a position in PVLA in Q3 2022 and held it in 5 quarters. The position peaked at $60K in Q3 2022. 21 funds tracked by Wall St. Rank hold PVLA as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Palvella Therapeutics position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 213 Palvella Therapeutics shares in Q2 2024, an estimated $5.07K.
  • B. Riley Wealth Advisors first reported a position in Palvella Therapeutics in Q3 2022 and held it in 5 quarters.
  • B. Riley Wealth Advisors's Palvella Therapeutics position peaked at $60K in Q3 2022.
  • 21 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q2 2024.

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