B. Riley Wealth Advisors’s Portland General Electric POR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,225	Closed	-$208K	–	1617
2023 Q1	$208K	Buy	+4,225	New	+$202K	0.01%	1276
2015 Q1	–	Sell	-21	Closed	-$1K	–	1614
2014 Q4	$1K	Buy	+21	New	+$760	﹤0.01%	3566
2014 Q3	–	Sell	-21	Closed	-$722	–	1567
2014 Q2	$722	Buy	+21	New	+$692	﹤0.01%	2305

Other funds holding POR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Portland General Electric (POR) in Q2 2023, closing a stake of 4,225 shares — an estimated $208K sold.

B. Riley Wealth Advisors first reported a position in POR in Q2 2014 and held it in 3 quarters. The position peaked at $208K in Q1 2023. 369 funds tracked by Wall St. Rank hold POR as of Q2 2023.

B. Riley Wealth Advisors reported no remaining Portland General Electric position as of Q2 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 4,225 Portland General Electric shares in Q2 2023, an estimated $208K.
B. Riley Wealth Advisors first reported a position in Portland General Electric in Q2 2014 and held it in 3 quarters.
B. Riley Wealth Advisors's Portland General Electric position peaked at $208K in Q1 2023.
369 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2023.

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