BRWA
SRNE

B. Riley Wealth Advisors’s Sorrento Therapeutics, Inc. SRNE Stock Holding History

B. Riley Wealth Advisors’s Portfolio SRNE Stock Details SRNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,195
Closed -$10.8K – 1642
2022
Q4 		$10.8K Hold
12,195
– – ﹤0.01% 1466
2022
Q3 		$20K Buy
+12,195
New +$27.7K ﹤0.01% 1422
2021
Q4 		– Sell
-17,400
Closed -$133K – 1517
2021
Q3 		$133K Sell
17,400
-3,918
-18% -$33.2K ﹤0.01% 1303
2021
Q2 		$207K Sell
21,318
-14,750
-41% -$117K 0.01% 1205
2021
Q1 		$299K Sell
36,068
-4,238
-11% -$44.8K 0.01% 1003
2020
Q4 		$276K Buy
40,306
+12,919
+47% +$104K 0.01% 806
2020
Q3 		$304K Sell
27,387
-7,539
-22% -$69K 0.02% 713
2020
Q2 		$220K Buy
+34,926
New +$134K 0.01% 743

Other funds holding SRNE

PP
Paloma Partners Greenwich, Connecticut $1.36B AUM 249.29% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
OFA
Oaktree Fund Advisors Los Angles, California $57.8M AUM 67.22% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return
LCM
Lattice Capital Management Kirkland, Washington $49.5M AUM 28.58% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $281M AUM 17.68% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

B. Riley Wealth Advisors's SRNE Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of Sorrento Therapeutics, Inc. (SRNE) in Q1 2023, closing a stake of 12,195 shares — an estimated $10.8K sold.

B. Riley Wealth Advisors first reported a position in SRNE in Q2 2020 and held it in 8 quarters. The position peaked at $304K in Q3 2020. 34 funds tracked by Wall St. Rank hold SRNE as of Q1 2023.

  • B. Riley Wealth Advisors reported no remaining Sorrento Therapeutics, Inc. position as of Q1 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,195 Sorrento Therapeutics, Inc. shares in Q1 2023, an estimated $10.8K.
  • B. Riley Wealth Advisors first reported a position in Sorrento Therapeutics, Inc. in Q2 2020 and held it in 8 quarters.
  • B. Riley Wealth Advisors's Sorrento Therapeutics, Inc. position peaked at $304K in Q3 2020.
  • 34 funds tracked by Wall St. Rank held Sorrento Therapeutics, Inc. as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.