B. Riley Wealth Management’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$36	Sell	13,200 -3,500	-21%	-$9.92K	﹤0.01%	736
2022 Q1	$51K	Sell	16,700 -2,000	-11%	-$6.39K	﹤0.01%	608
2021 Q4	$64K	Hold	18,700	–	–	﹤0.01%	639
2021 Q3	$65K	Buy	+18,700	New	+$65.1K	0.01%	621
2020 Q2	–	Sell	-11,300	Closed	-$27K	–	445
2020 Q1	$27K	Buy	+11,300	New	+$34.5K	﹤0.01%	508
2016 Q1	$34K	Sell	12,000 -7,000	-37%	-$19K	0.05%	128
2015 Q4	$52K	Buy	+19,000	New	+$54.1K	0.07%	149
2015 Q3	–	Sell	-31,000	Closed	-$99K	–	235
2015 Q2	$99K	Buy	31,000 +2,000	+7%	+$6.44K	0.08%	276
2015 Q1	$93K	Buy	29,000 +24,000	+480%	+$77.7K	0.07%	298
2014 Q4	$16K	Buy	+5,000	New	+$16.8K	0.01%	638

Other funds holding CIK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

ICM

IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return

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

B. Riley Wealth Management reduced its Credit Suisse Asset Management Income Fund (CIK) stake by 21% in Q2 2022, selling an estimated $9.92K and leaving 13,200 shares worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #736.

B. Riley Wealth Management first reported a position in CIK in Q4 2014 and has held it in 10 quarters since. The position peaked at $99K in Q2 2015. 51 funds tracked by Wall St. Rank hold CIK as of Q2 2022.

B. Riley Wealth Management held 13,200 shares of Credit Suisse Asset Management Income Fund worth $36 as of Q2 2022.
B. Riley Wealth Management sold 3,500 Credit Suisse Asset Management Income Fund shares in Q2 2022, an estimated $9.92K.
Credit Suisse Asset Management Income Fund made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #736 holding.
B. Riley Wealth Management first reported a position in Credit Suisse Asset Management Income Fund in Q4 2014 and has held it in 10 quarters since.
B. Riley Wealth Management's Credit Suisse Asset Management Income Fund position peaked at $99K in Q2 2015.
51 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q2 2022.

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