B. Riley Wealth Advisors’s American Strategic Investment Co NYC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,526	Closed	-$35.8K	–	1590
2022 Q4	$35.8K	Sell	2,526 -133	-5%	-$2.86K	﹤0.01%	1424
2022 Q3	$69K	Sell	2,659 -356	-12%	-$11.1K	﹤0.01%	1363
2022 Q2	$127K	Sell	3,015 -27	-0.9%	-$2.04K	0.01%	1101
2022 Q1	$322K	Buy	3,042 +26	+0.9%	+$2.42K	0.01%	978
2021 Q4	$256K	Sell	3,016 -245	-8%	-$14.8K	0.01%	1151
2021 Q3	$211K	Buy	3,261 +720	+28%	+$62.2K	0.01%	1220
2021 Q2	$267K	Buy	2,541 +328	+15%	+$27.2K	0.01%	1087
2021 Q1	$153K	Buy	+2,213	New	+$165K	0.01%	1232

Other funds holding NYC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

B. Riley Wealth Advisors's NYC Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of American Strategic Investment Co (NYC) in Q1 2023, closing a stake of 2,526 shares — an estimated $35.8K sold.

B. Riley Wealth Advisors first reported a position in NYC in Q1 2021 and held it in 8 quarters. The position peaked at $322K in Q1 2022. 31 funds tracked by Wall St. Rank hold NYC as of Q1 2023.

B. Riley Wealth Advisors reported no remaining American Strategic Investment Co position as of Q1 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 2,526 American Strategic Investment Co shares in Q1 2023, an estimated $35.8K.
B. Riley Wealth Advisors first reported a position in American Strategic Investment Co in Q1 2021 and held it in 8 quarters.
B. Riley Wealth Advisors's American Strategic Investment Co position peaked at $322K in Q1 2022.
31 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.