BAIA
RIV

Bel Air Investment Advisors’s RiverNorth Opportunities Fund RIV Stock Holding History

Bel Air Investment Advisors’s Portfolio RIV Stock Details RIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$230K Hold
12,500
– – 0.01% 353
2021
Q1 		$218K Buy
+12,500
New +$214K 0.01% 390

Other funds holding RIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Bel Air Investment Advisors's RIV Position: Q2 2021 in Review

Bel Air Investment Advisors held its RiverNorth Opportunities Fund (RIV) position steady in Q2 2021 at 12,500 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #353.

Bel Air Investment Advisors first reported a position in RIV in Q1 2021 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold RIV as of Q2 2021.

  • Bel Air Investment Advisors held 12,500 shares of RiverNorth Opportunities Fund worth $230K as of Q2 2021.
  • Bel Air Investment Advisors left its RiverNorth Opportunities Fund share count unchanged in Q2 2021.
  • RiverNorth Opportunities Fund made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #353 holding.
  • Bel Air Investment Advisors first reported a position in RiverNorth Opportunities Fund in Q1 2021 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.