B. Riley Wealth Advisors’s Delek Logistics DKL Stock Holding History

B. Riley Wealth Advisors’s Portfolio DKL Stock Details DKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-9,430	Closed	-$382K	–	1300
2024 Q2	$382K	Sell	9,430 -3,982	-30%	-$157K	0.01%	928
2024 Q1	$563K	Buy	13,412 +3,215	+32%	+$141K	0.02%	737
2023 Q4	$440K	Sell	10,197 -3,215	-24%	-$148K	0.01%	879
2023 Q3	$563K	Sell	13,412 -3,258	-20%	-$144K	0.02%	737
2023 Q2	$910K	Sell	16,670 -4,401	-21%	-$221K	0.02%	599
2023 Q1	$999K	Sell	21,071 -2,600	-11%	-$127K	0.03%	537
2022 Q4	$1.07M	Buy	23,671 +468	+2%	+$23.9K	0.03%	510
2022 Q3	$1.18M	Buy	+23,203	New	+$1.26M	0.04%	453

Other funds holding DKL

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

B. Riley Wealth Advisors's DKL Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Delek Logistics (DKL) in Q3 2024, closing a stake of 9,430 shares — an estimated $382K sold.

B. Riley Wealth Advisors first reported a position in DKL in Q3 2022 and held it in 8 quarters. The position peaked at $1.18M in Q3 2022. 70 funds tracked by Wall St. Rank hold DKL as of Q3 2024.

B. Riley Wealth Advisors reported no remaining Delek Logistics position as of Q3 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 9,430 Delek Logistics shares in Q3 2024, an estimated $382K.
B. Riley Wealth Advisors first reported a position in Delek Logistics in Q3 2022 and held it in 8 quarters.
B. Riley Wealth Advisors's Delek Logistics position peaked at $1.18M in Q3 2022.
70 funds tracked by Wall St. Rank held Delek Logistics as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.