BRWA
DCP

B. Riley Wealth Advisors’s DCP Midstream, LP DCP Stock Holding History

B. Riley Wealth Advisors’s Portfolio DCP Stock Details DCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,640
Closed -$486K – 1680
2023
Q1 		$486K Buy
11,640
+2
+0% +$83 0.01% 815
2022
Q4 		$451K Buy
11,638
+198
+2% +$7.66K 0.01% 831
2022
Q3 		$430K Buy
+11,440
New +$400K 0.01% 822
2020
Q1 		– Sell
-11,247
Closed -$276K – 919
2019
Q4 		$276K Buy
+11,247
New +$264K 0.02% 631
2015
Q1 		– Sell
-3,301
Closed -$150 – 2123
2014
Q4 		$150 Buy
+3,301
New +$165K ﹤0.01% 1520
2014
Q3 		– Sell
-3,192
Closed -$182K – 2005
2014
Q2 		$182K Sell
3,192
-204
-6% -$11K 0.04% 486
2014
Q1 		$170K Sell
3,396
-33
-1% -$1.63K 0.05% 438
2013
Q4 		$173K Buy
3,429
+8
+0.2% +$385 0.06% 391
2013
Q3 		$170K Sell
3,421
-93
-3% -$4.73K 0.06% 391
2013
Q2 		$190K Buy
+3,514
New +$172K 0.06% 346

Other funds holding DCP

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

B. Riley Wealth Advisors's DCP Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of DCP Midstream, LP (DCP) in Q2 2023, closing a stake of 11,640 shares — an estimated $486K sold.

B. Riley Wealth Advisors first reported a position in DCP in Q2 2013 and held it in 10 quarters. The position peaked at $486K in Q1 2023. 1 fund tracked by Wall St. Rank holds DCP as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining DCP Midstream, LP position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,640 DCP Midstream, LP shares in Q2 2023, an estimated $486K.
  • B. Riley Wealth Advisors first reported a position in DCP Midstream, LP in Q2 2013 and held it in 10 quarters.
  • B. Riley Wealth Advisors's DCP Midstream, LP position peaked at $486K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held DCP Midstream, LP as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.