B. Riley Wealth Management’s Plains All American Pipeline PAA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$587	Buy	59,734 +44,993	+305%	+$488K	﹤0.01%	383
2022 Q1	$159K	Sell	14,741 -310	-2%	-$3.32K	0.01%	576
2021 Q4	$141K	Buy	15,051 +726	+5%	+$7.29K	0.01%	610
2021 Q3	$146K	Sell	14,325 -458	-3%	-$4.55K	0.01%	594
2021 Q2	$168K	Sell	14,783 -1,591	-10%	-$16.3K	0.02%	394
2021 Q1	$149K	Sell	16,374 -2,590	-14%	-$23.7K	0.02%	402
2020 Q4	$156K	Sell	18,964 -2,320	-11%	-$17.6K	0.02%	350
2020 Q3	$127K	Sell	21,284 -5,880	-22%	-$43.8K	0.02%	392
2020 Q2	$240K	Sell	27,164 -108,925	-80%	-$926K	0.03%	344
2020 Q1	$719K	Buy	+136,089	New	+$1.87M	0.08%	219
2015 Q3	–	Sell	-5,150	Closed	-$224K	–	571
2015 Q2	$224K	Sell	5,150 -350	-6%	-$16.8K	0.18%	165
2015 Q1	$268K	Buy	5,500 +3,600	+189%	+$179K	0.2%	144
2014 Q4	$97K	Buy	1,900 +250	+15%	+$13.3K	0.08%	276
2014 Q3	$97K	Sell	1,650 -364	-18%	-$21.3K	0.07%	302
2014 Q2	$120K	Buy	2,014 +1,470	+270%	+$83.6K	0.08%	318
2014 Q1	$30K	Buy	+544	New	+$28.6K	0.02%	554

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

B. Riley Wealth Management increased its Plains All American Pipeline (PAA) stake by 305% in Q2 2022, buying an estimated $488K and bringing the position to 59,734 shares worth $587. The position accounts for ﹤0.01% of the portfolio, ranked #383.

B. Riley Wealth Management first reported a position in PAA in Q1 2014 and has held it in 16 quarters since. The position peaked at $719K in Q1 2020. 332 funds tracked by Wall St. Rank hold PAA as of Q2 2022.

B. Riley Wealth Management held 59,734 shares of Plains All American Pipeline worth $587 as of Q2 2022.
B. Riley Wealth Management bought 44,993 Plains All American Pipeline shares in Q2 2022, an estimated $488K.
Plains All American Pipeline made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #383 holding.
B. Riley Wealth Management first reported a position in Plains All American Pipeline in Q1 2014 and has held it in 16 quarters since.
B. Riley Wealth Management's Plains All American Pipeline position peaked at $719K in Q1 2020.
332 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2022.

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