BRWM
PVLA

B. Riley Wealth Management’s Palvella Therapeutics PVLA Stock Holding History

B. Riley Wealth Management’s Portfolio PVLA Stock Details PVLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$73 Buy
488
+63
+15% +$11.5K ﹤0.01% 719
2022
Q1 		$103K Hold
425
– – 0.01% 594
2021
Q4 		$129K Buy
425
+12
+3% +$3.84K 0.01% 620
2021
Q3 		$171K Buy
+413
New +$144K 0.01% 584

Other funds holding PVLA

BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
ACM
Aquilo Capital Management San Francisco, California $55.8M AUM 41.76% 1-Year Est. Return
LCM
Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
GPP
Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

B. Riley Wealth Management increased its Palvella Therapeutics (PVLA) stake by 15% in Q2 2022, buying an estimated $11.5K and bringing the position to 488 shares worth $73. The position accounts for ﹤0.01% of the portfolio, ranked #719.

B. Riley Wealth Management first reported a position in PVLA in Q3 2021 and has held it in 4 quarters since. The position peaked at $171K in Q3 2021. 68 funds tracked by Wall St. Rank hold PVLA as of Q2 2022.

  • B. Riley Wealth Management held 488 shares of Palvella Therapeutics worth $73 as of Q2 2022.
  • B. Riley Wealth Management bought 63 Palvella Therapeutics shares in Q2 2022, an estimated $11.5K.
  • Palvella Therapeutics made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #719 holding.
  • B. Riley Wealth Management first reported a position in Palvella Therapeutics in Q3 2021 and has held it in 4 quarters since.
  • B. Riley Wealth Management's Palvella Therapeutics position peaked at $171K in Q3 2021.
  • 68 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q2 2022.

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