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B. Riley Wealth Management’s Outlook Therapeutics OTLK Stock Holding History

B. Riley Wealth Management’s Portfolio OTLK Stock Details OTLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,000
Closed -$24K – 520
2020
Q1 		$24K Buy
+2,000
New +$33.2K ﹤0.01% 510

Other funds holding OTLK

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

B. Riley Wealth Management's OTLK Position: Q2 2020 in Review

B. Riley Wealth Management sold out of Outlook Therapeutics (OTLK) in Q2 2020, closing a stake of 2,000 shares — an estimated $24K sold.

B. Riley Wealth Management first reported a position in OTLK in Q1 2020 and held it in 1 quarter. The position peaked at $24K in Q1 2020. 20 funds tracked by Wall St. Rank hold OTLK as of Q2 2020.

  • B. Riley Wealth Management reported no remaining Outlook Therapeutics position as of Q2 2020 after selling out during the quarter.
  • B. Riley Wealth Management sold 2,000 Outlook Therapeutics shares in Q2 2020, an estimated $24K.
  • B. Riley Wealth Management first reported a position in Outlook Therapeutics in Q1 2020 and held it in 1 quarter.
  • B. Riley Wealth Management's Outlook Therapeutics position peaked at $24K in Q1 2020.
  • 20 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q2 2020.

Based on B. Riley Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.