B. Riley Wealth Advisors’s Scienture Holdings SCNX Stock Holding History

B. Riley Wealth Advisors’s Portfolio SCNX Stock Details SCNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,219	Closed	-$14.2K	–	1660
2023 Q1	$14.2K	Sell	3,219 -1,558	-33%	-$8.95K	﹤0.01%	1479
2022 Q4	$28.8K	Sell	4,777 -899	-16%	-$9.6K	﹤0.01%	1436
2022 Q3	$97K	Sell	5,676 -1,898	-25%	-$40.2K	﹤0.01%	1325
2022 Q2	$185K	Sell	7,574 -1,000	-12%	-$25.2K	0.01%	1051
2022 Q1	$357K	Sell	8,574 -6,530	-43%	-$202K	0.01%	930
2021 Q4	$535K	Sell	15,104 -3,410	-18%	-$189K	0.02%	772
2021 Q3	$1.37M	Buy	18,514 +747	+4%	+$58K	0.04%	429
2021 Q2	$1.18M	Sell	17,767 -610	-3%	-$39.1K	0.04%	464
2021 Q1	$1.45M	Buy	18,377 +12,660	+221%	+$1.2M	0.05%	386
2020 Q4	$454K	Buy	+5,717	New	+$461K	0.02%	569

Other funds holding SCNX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

B. Riley Wealth Advisors's SCNX Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Scienture Holdings (SCNX) in Q2 2023, closing a stake of 3,219 shares — an estimated $14.2K sold.

B. Riley Wealth Advisors first reported a position in SCNX in Q4 2020 and held it in 10 quarters. The position peaked at $1.45M in Q1 2021. 8 funds tracked by Wall St. Rank hold SCNX as of Q2 2023.

B. Riley Wealth Advisors reported no remaining Scienture Holdings position as of Q2 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 3,219 Scienture Holdings shares in Q2 2023, an estimated $14.2K.
B. Riley Wealth Advisors first reported a position in Scienture Holdings in Q4 2020 and held it in 10 quarters.
B. Riley Wealth Advisors's Scienture Holdings position peaked at $1.45M in Q1 2021.
8 funds tracked by Wall St. Rank held Scienture Holdings as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.