B. Riley Wealth Advisors’s Nuveen Preferred and Income Fund JPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-18,175	Closed	-$447K	–	1528
2021 Q4	$447K	Buy	18,175 +4,751	+35%	+$117K	0.01%	881
2021 Q3	$335K	Buy	13,424 +1,818	+16%	+$45.7K	0.01%	987
2021 Q2	$291K	Buy	+11,606	New	+$287K	0.01%	1037

Other funds holding JPT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

B. Riley Wealth Advisors's JPT Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of Nuveen Preferred and Income Fund (JPT) in Q1 2022, closing a stake of 18,175 shares — an estimated $447K sold.

B. Riley Wealth Advisors first reported a position in JPT in Q2 2021 and held it in 3 quarters. The position peaked at $447K in Q4 2021. 20 funds tracked by Wall St. Rank hold JPT as of Q1 2022.

B. Riley Wealth Advisors reported no remaining Nuveen Preferred and Income Fund position as of Q1 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 18,175 Nuveen Preferred and Income Fund shares in Q1 2022, an estimated $447K.
B. Riley Wealth Advisors first reported a position in Nuveen Preferred and Income Fund in Q2 2021 and held it in 3 quarters.
B. Riley Wealth Advisors's Nuveen Preferred and Income Fund position peaked at $447K in Q4 2021.
20 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.