B. Riley Wealth Advisors’s USD PARTNERS LP USDP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-54,200
Closed -$32.5K 1641
2024
Q1
$32.5K Buy
54,200
+38,200
+239% +$22.9K ﹤0.01% 1418
2023
Q4
$2.11K Sell
16,000
-38,200
-70% -$17.2K ﹤0.01% 1385
2023
Q3
$32.5K Sell
54,200
-151,512
-74% -$109K ﹤0.01% 1418
2023
Q2
$204K Sell
205,712
-96,783
-32% -$192K ﹤0.01% 1349
2023
Q1
$907K Sell
302,495
-42,845
-12% -$144K 0.02% 568
2022
Q4
$1.09M Buy
345,340
+17,929
+5% +$68K 0.03% 505
2022
Q3
$1.32M Buy
+327,411
New +$1.64M 0.04% 421

Other funds holding USDP

B. Riley Wealth Advisors's USDP Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of USD PARTNERS LP (USDP) in Q2 2024, closing a stake of 54,200 shares — an estimated $32.5K sold.

B. Riley Wealth Advisors first reported a position in USDP in Q3 2022 and held it in 7 quarters. The position peaked at $1.32M in Q3 2022. 1 fund tracked by Wall St. Rank holds USDP as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining USD PARTNERS LP position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 54,200 USD PARTNERS LP shares in Q2 2024, an estimated $32.5K.
  • B. Riley Wealth Advisors first reported a position in USD PARTNERS LP in Q3 2022 and held it in 7 quarters.
  • B. Riley Wealth Advisors's USD PARTNERS LP position peaked at $1.32M in Q3 2022.
  • 1 fund tracked by Wall St. Rank held USD PARTNERS LP as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.