BRWM
DKL icon

B. Riley Wealth Management’s Delek Logistics DKL Stock Holding History

B. Riley Wealth Management’s Portfolio DKL Stock Details DKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$1.19K Buy
+24,381
New +$1.23M ﹤0.01% 280
2020
Q4 		– Sell
-28,194
Closed -$800K – 410
2020
Q3 		$800K Buy
+28,194
New +$830K 0.09% 172
2020
Q2 		– Sell
-32,144
Closed -$293K – 456
2020
Q1 		$293K Buy
+32,144
New +$774K 0.03% 358

Other funds holding DKL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

B. Riley Wealth Management opened a new position in Delek Logistics (DKL) in Q2 2022: 24,381 shares worth $1.19K. The stake represents ﹤0.01% of the portfolio and ranks #280 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in DKL as recently as Q3 2020.

B. Riley Wealth Management first reported a position in DKL in Q1 2020 and has held it in 3 quarters since. The position peaked at $800K in Q3 2020. 57 funds tracked by Wall St. Rank hold DKL as of Q2 2022.

  • B. Riley Wealth Management held 24,381 shares of Delek Logistics worth $1.19K as of Q2 2022.
  • Delek Logistics was a new B. Riley Wealth Management position in Q2 2022.
  • Delek Logistics made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #280 holding.
  • B. Riley Wealth Management first reported a position in Delek Logistics in Q1 2020 and has held it in 3 quarters since.
  • B. Riley Wealth Management's Delek Logistics position peaked at $800K in Q3 2020.
  • 57 funds tracked by Wall St. Rank held Delek Logistics as of Q2 2022.

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