B. Riley Wealth Management’s Arrowhead Research ARWR Stock Holding History

B. Riley Wealth Management’s Portfolio ARWR Stock Details ARWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1.86K	Buy	+840	New	+$31.6K	﹤0.01%	217
2021 Q1	–	Sell	-4,500	Closed	-$345K	–	436
2020 Q4	$345K	Buy	+4,500	New	+$288K	0.04%	252
2015 Q2	–	Sell	-600	Closed	-$4K	–	1005
2015 Q1	$4K	Hold	600	–	–	﹤0.01%	877
2014 Q4	$4K	Hold	600	–	–	﹤0.01%	866
2014 Q3	$8K	Hold	600	–	–	0.01%	819
2014 Q2	$8K	Buy	+600	New	+$7.87K	0.01%	869

Other funds holding ARWR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

APM

Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

B. Riley Wealth Management's ARWR Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Arrowhead Research (ARWR) in Q2 2022: 840 shares worth $1.86K. The stake represents ﹤0.01% of the portfolio and ranks #217 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in ARWR as recently as Q4 2020.

B. Riley Wealth Management first reported a position in ARWR in Q2 2014 and has held it in 6 quarters since. The position peaked at $345K in Q4 2020. 279 funds tracked by Wall St. Rank hold ARWR as of Q2 2022.

B. Riley Wealth Management held 840 shares of Arrowhead Research worth $1.86K as of Q2 2022.
Arrowhead Research was a new B. Riley Wealth Management position in Q2 2022.
Arrowhead Research made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #217 holding.
B. Riley Wealth Management first reported a position in Arrowhead Research in Q2 2014 and has held it in 6 quarters since.
B. Riley Wealth Management's Arrowhead Research position peaked at $345K in Q4 2020.
279 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.