B. Riley Wealth Management’s Plains GP Holdings PAGP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$360	Buy	34,893 +18,812	+117%	+$216K	﹤0.01%	490
2022 Q1	$186K	Buy	16,081 +3,757	+30%	+$43.2K	0.01%	567
2021 Q4	$125K	Buy	+12,324	New	+$133K	0.01%	623
2021 Q2	–	Sell	-24,515	Closed	-$230K	–	457
2021 Q1	$230K	Buy	24,515 +4,505	+23%	+$42.1K	0.03%	338
2020 Q4	$169K	Sell	20,010 -30,893	-61%	-$240K	0.02%	343
2020 Q3	$310K	Buy	50,903 +31,074	+157%	+$238K	0.04%	293
2020 Q2	$176K	Sell	19,829 -16,371	-45%	-$144K	0.02%	379
2020 Q1	$203K	Buy	36,200 +22,528	+165%	+$317K	0.02%	436
2019 Q4	$259K	Buy	+13,672	New	+$256K	0.04%	314
2015 Q3	–	Sell	-1,502	Closed	-$103K	–	573
2015 Q2	$103K	Sell	1,502 -1,277	-46%	-$95.9K	0.08%	272
2015 Q1	$209K	Buy	2,779 +207	+8%	+$15K	0.16%	192
2014 Q4	$175K	Sell	2,572 -676	-21%	-$48K	0.14%	183
2014 Q3	$265K	Sell	3,248 -241	-7%	-$19.6K	0.2%	147
2014 Q2	$297K	Sell	3,489 -2,163	-38%	-$163K	0.19%	144
2014 Q1	$421K	Buy	+5,652	New	+$407K	0.31%	78

Other funds holding PAGP

TCA

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

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

B. Riley Wealth Management increased its Plains GP Holdings (PAGP) stake by 117% in Q2 2022, buying an estimated $216K and bringing the position to 34,893 shares worth $360. The position accounts for ﹤0.01% of the portfolio, ranked #490.

B. Riley Wealth Management first reported a position in PAGP in Q1 2014 and has held it in 15 quarters since. The position peaked at $421K in Q1 2014. 252 funds tracked by Wall St. Rank hold PAGP as of Q2 2022.

B. Riley Wealth Management held 34,893 shares of Plains GP Holdings worth $360 as of Q2 2022.
B. Riley Wealth Management bought 18,812 Plains GP Holdings shares in Q2 2022, an estimated $216K.
Plains GP Holdings made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #490 holding.
B. Riley Wealth Management first reported a position in Plains GP Holdings in Q1 2014 and has held it in 15 quarters since.
B. Riley Wealth Management's Plains GP Holdings position peaked at $421K in Q1 2014.
252 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2022.

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