B. Riley Wealth Advisors
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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
-129
Closed -$14.2K – 1660
2023
Q1 		$14.2K Sell
129
-62
-32% -$8.9K ﹤0.01% 1479
2022
Q4 		$28.8K Sell
191
-36
-16% -$9.6K ﹤0.01% 1436
2022
Q3 		$97K Sell
227
-76
-25% -$40.2K ﹤0.01% 1325
2022
Q2 		$185K Sell
303
-40
-12% -$25.2K 0.01% 1051
2022
Q1 		$357K Sell
343
-261
-43% -$202K 0.01% 930
2021
Q4 		$535K Sell
604
-137
-18% -$190K 0.02% 772
2021
Q3 		$1.37M Buy
741
+30
+4% +$58.3K 0.04% 429
2021
Q2 		$1.18M Sell
711
-24
-3% -$38.4K 0.04% 464
2021
Q1 		$1.44M Buy
735
+506
+221% +$1.19M 0.05% 386
2020
Q4 		$454K Buy
+229
New +$462K 0.02% 569

Other funds holding SCNX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
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 129 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 $1.44M 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 129 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 $1.44M 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.