B. Riley Wealth Advisors’s Pembina Pipeline PBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-14,484	Closed	-$538K	–	1389
2024 Q2	$538K	Sell	14,484 -5,144	-26%	-$186K	0.01%	785
2024 Q1	$591K	Buy	19,628 +1,843	+10%	+$63.5K	0.02%	717
2023 Q4	$614K	Sell	17,785 -1,843	-9%	-$59.1K	0.02%	715
2023 Q3	$591K	Buy	19,628 +940	+5%	+$29K	0.02%	717
2023 Q2	$589K	Sell	18,688 -630	-3%	-$20.1K	0.01%	783
2023 Q1	$634K	Sell	19,318 -5,860	-23%	-$198K	0.02%	714
2022 Q4	$859K	Buy	25,178 +742	+3%	+$24.9K	0.02%	586
2022 Q3	$743K	Buy	+24,436	New	+$871K	0.02%	612
2015 Q1	–	Sell	-1,937	Closed	-$71K	–	1552
2014 Q4	$71K	Buy	+1,937	New	+$73.5K	﹤0.01%	1910
2014 Q3	–	Sell	-5,023	Closed	-$216K	–	1509
2014 Q2	$216K	Buy	+5,023	New	+$201K	0.05%	424
2014 Q1	–	Sell	-2,734	Closed	-$96K	–	782
2013 Q4	$96K	Sell	2,734 -642	-19%	-$21.1K	0.03%	557
2013 Q3	$112K	Sell	3,376 -210	-6%	-$6.6K	0.04%	514
2013 Q2	$110K	Buy	+3,586	New	+$115K	0.04%	520

Other funds holding PBA

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Pembina Pipeline (PBA) in Q3 2024, closing a stake of 14,484 shares — an estimated $538K sold.

B. Riley Wealth Advisors first reported a position in PBA in Q2 2013 and held it in 13 quarters. The position peaked at $859K in Q4 2022. 392 funds tracked by Wall St. Rank hold PBA as of Q3 2024.

B. Riley Wealth Advisors reported no remaining Pembina Pipeline position as of Q3 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 14,484 Pembina Pipeline shares in Q3 2024, an estimated $538K.
B. Riley Wealth Advisors first reported a position in Pembina Pipeline in Q2 2013 and held it in 13 quarters.
B. Riley Wealth Advisors's Pembina Pipeline position peaked at $859K in Q4 2022.
392 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2024.

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