BRWM
OCCI

B. Riley Wealth Management’s OFS Credit Co OCCI Stock Holding History

B. Riley Wealth Management’s Portfolio OCCI Stock Details OCCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$203 Buy
+22,327
New +$235K ﹤0.01% 660

Other funds holding OCCI

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
WEPOG
Wealth Enhancement & Preservation of GA Alpharetta, Georgia $104M AUM 15.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

B. Riley Wealth Management opened a new position in OFS Credit Co (OCCI) in Q2 2022: 22,327 shares worth $203. The stake represents ﹤0.01% of the portfolio and ranks #660 among its holdings.

23 funds tracked by Wall St. Rank hold OCCI as of Q2 2022.

  • B. Riley Wealth Management held 22,327 shares of OFS Credit Co worth $203 as of Q2 2022.
  • OFS Credit Co was a new B. Riley Wealth Management position in Q2 2022.
  • OFS Credit Co made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #660 holding.
  • 23 funds tracked by Wall St. Rank held OFS Credit Co as of Q2 2022.

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