BBPWM
RIV

Blue Bell Private Wealth Management’s RiverNorth Opportunities Fund RIV Stock Holding History

Blue Bell Private Wealth Management’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
2024
Q1 		– Sell
-4,486
Closed -$52.1K – 746
2023
Q4 		$49.3K Buy
+4,486
New +$47.1K 0.01% 321

Other funds holding RIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Blue Bell Private Wealth Management's RIV Position: Q1 2024 in Review

Blue Bell Private Wealth Management sold out of RiverNorth Opportunities Fund (RIV) in Q1 2024, closing a stake of 4,486 shares — an estimated $52.1K sold.

Blue Bell Private Wealth Management first reported a position in RIV in Q4 2023 and held it in 1 quarter. The position peaked at $49.3K in Q4 2023. 52 funds tracked by Wall St. Rank hold RIV as of Q1 2024.

  • Blue Bell Private Wealth Management reported no remaining RiverNorth Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 4,486 RiverNorth Opportunities Fund shares in Q1 2024, an estimated $52.1K.
  • Blue Bell Private Wealth Management first reported a position in RiverNorth Opportunities Fund in Q4 2023 and held it in 1 quarter.
  • Blue Bell Private Wealth Management's RiverNorth Opportunities Fund position peaked at $49.3K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q1 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.