B. Riley Wealth Management’s BP BP Stock Holding History

B. Riley Wealth Management’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$479	Buy	16,906 +8,937	+112%	+$274K	﹤0.01%	421
2022 Q1	$234K	Buy	7,969 +15	+0.2%	+$457	0.02%	519
2021 Q4	$212K	Sell	7,954 -1,694	-18%	-$47K	0.01%	569
2021 Q3	$264K	Buy	9,648 +1,466	+18%	+$36.7K	0.02%	486
2021 Q2	$216K	Sell	8,182 -25	-0.3%	-$656	0.02%	370
2021 Q1	$200K	Buy	+8,207	New	+$198K	0.02%	379
2020 Q4	–	Sell	-25,521	Closed	-$446K	–	398
2020 Q3	$446K	Buy	+25,521	New	+$553K	0.05%	243
2020 Q2	–	Sell	-27,641	Closed	-$674K	–	439
2020 Q1	$674K	Buy	27,641 +21,537	+353%	+$696K	0.07%	232
2019 Q4	$230K	Sell	6,104 -2,374	-28%	-$90.1K	0.03%	339
2019 Q3	$322K	Sell	8,478 -1,711	-17%	-$65.3K	0.06%	260
2019 Q2	$418	Sell	10,189 -664	-6%	-$27.9K	0.06%	232
2019 Q1	$467K	Buy	10,853 +1,301	+14%	+$53.3K	0.08%	214
2018 Q4	$351K	Buy	9,552 +1,637	+21%	+$65.4K	0.07%	225
2018 Q3	$348K	Buy	+7,915	New	+$331K	0.09%	198
2015 Q3	–	Sell	-6,481	Closed	-$217K	–	213
2015 Q2	$217K	Sell	6,481 -3,473	-35%	-$122K	0.17%	169
2015 Q1	$323K	Buy	9,954 +937	+10%	+$30.7K	0.24%	120
2014 Q4	$285K	Sell	9,017 -6,441	-42%	-$216K	0.23%	113
2014 Q3	$555K	Buy	15,458 +5,592	+57%	+$221K	0.41%	52
2014 Q2	$425K	Sell	9,866 -215	-2%	-$8.87K	0.28%	94
2014 Q1	$397K	Buy	+10,081	New	+$398K	0.29%	86

Other funds holding BP

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

B. Riley Wealth Management's BP Position: Q2 2022 in Review

B. Riley Wealth Management increased its BP (BP) stake by 112% in Q2 2022, buying an estimated $274K and bringing the position to 16,906 shares worth $479. The position accounts for ﹤0.01% of the portfolio, ranked #421.

B. Riley Wealth Management first reported a position in BP in Q1 2014 and has held it in 20 quarters since. The position peaked at $674K in Q1 2020. 1,008 funds tracked by Wall St. Rank hold BP as of Q2 2022.

B. Riley Wealth Management held 16,906 shares of BP worth $479 as of Q2 2022.
B. Riley Wealth Management bought 8,937 BP shares in Q2 2022, an estimated $274K.
BP made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #421 holding.
B. Riley Wealth Management first reported a position in BP in Q1 2014 and has held it in 20 quarters since.
B. Riley Wealth Management's BP position peaked at $674K in Q1 2020.
1,008 funds tracked by Wall St. Rank held BP as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.