B. Riley Wealth Management’s Western Asset Investment Grade Income Fund PAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-18,350	Closed	-$287K	–	677
2021 Q4	$287K	Buy	18,350 +500	+3%	+$7.92K	0.02%	486
2021 Q3	$280K	Buy	17,850 +4,650	+35%	+$73.9K	0.02%	474
2021 Q2	$207K	Buy	13,200 +1,450	+12%	+$22K	0.02%	379
2021 Q1	$178K	Buy	+11,750	New	+$181K	0.02%	387
2020 Q4	–	Sell	-23,534	Closed	-$379K	–	440
2020 Q3	$379K	Buy	23,534 +7,334	+45%	+$116K	0.04%	267
2020 Q2	$243K	Sell	16,200 -5,700	-26%	-$81.8K	0.03%	341
2020 Q1	$292K	Buy	21,900 +1,000	+5%	+$14.9K	0.03%	361
2019 Q4	$324K	Buy	20,900 +2,700	+15%	+$43.1K	0.05%	277
2019 Q3	$295K	Buy	+18,200	New	+$280K	0.05%	275

Other funds holding PAI

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

CSIC

Clifford Swan Investment Counsel Pasadena, California $2.94B AUM 21.31% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

MCWA

Meadow Creek Wealth Advisors Atlanta, Georgia $155M AUM 23.95% 1-Year Est. Return

B. Riley Wealth Management's PAI Position: Q1 2022 in Review

B. Riley Wealth Management sold out of Western Asset Investment Grade Income Fund (PAI) in Q1 2022, closing a stake of 18,350 shares — an estimated $287K sold.

B. Riley Wealth Management first reported a position in PAI in Q3 2019 and held it in 9 quarters. The position peaked at $379K in Q3 2020. 30 funds tracked by Wall St. Rank hold PAI as of Q1 2022.

B. Riley Wealth Management reported no remaining Western Asset Investment Grade Income Fund position as of Q1 2022 after selling out during the quarter.
B. Riley Wealth Management sold 18,350 Western Asset Investment Grade Income Fund shares in Q1 2022, an estimated $287K.
B. Riley Wealth Management first reported a position in Western Asset Investment Grade Income Fund in Q3 2019 and held it in 9 quarters.
B. Riley Wealth Management's Western Asset Investment Grade Income Fund position peaked at $379K in Q3 2020.
30 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q1 2022.

Based on B. Riley Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.