BRWA
BGB

B. Riley Wealth Advisors’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

B. Riley Wealth Advisors’s Portfolio BGB Stock Details BGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,905
Closed -$153K – 1405
2024
Q1 		$153K Buy
+13,905
New +$162K ﹤0.01% 1312
2023
Q4 		– Sell
-13,905
Closed -$153K – 1401
2023
Q3 		$153K Buy
13,905
+1,805
+15% +$20K ﹤0.01% 1312
2023
Q2 		$132K Hold
12,100
– – ﹤0.01% 1400
2023
Q1 		$129K Sell
12,100
-910
-7% -$9.93K ﹤0.01% 1355
2022
Q4 		$138K Sell
13,010
-2,000
-13% -$21.3K ﹤0.01% 1325
2022
Q3 		$160K Buy
+15,010
New +$172K ﹤0.01% 1269
2021
Q1 		– Sell
-11,283
Closed -$141K – 1354
2020
Q4 		$141K Buy
+11,283
New +$139K 0.01% 958
2020
Q1 		– Sell
-11,654
Closed -$168K – 802
2019
Q4 		$168K Buy
11,654
+847
+8% +$12K 0.01% 771
2019
Q3 		$158K Buy
+10,807
New +$159K 0.02% 744

Other funds holding BGB

CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return