B. Riley Wealth Management’s Pembina Pipeline PBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$782	Buy	+22,119	New	+$852K	﹤0.01%	337
2020 Q2	–	Sell	-69,857	Closed	-$1.31M	–	521
2020 Q1	$1.31M	Buy	69,857 +63,115	+936%	+$2.07M	0.14%	140
2019 Q4	$250K	Buy	+6,742	New	+$241K	0.04%	320
2014 Q3	–	Sell	-100	Closed	-$4K	–	1138
2014 Q2	$4K	Hold	100	–	–	﹤0.01%	962
2014 Q1	$4K	Buy	+100	New	+$3.53K	﹤0.01%	914

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

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

B. Riley Wealth Management opened a new position in Pembina Pipeline (PBA) in Q2 2022: 22,119 shares worth $782. The stake represents ﹤0.01% of the portfolio and ranks #337 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in PBA as recently as Q1 2020.

B. Riley Wealth Management first reported a position in PBA in Q1 2014 and has held it in 5 quarters since. The position peaked at $1.31M in Q1 2020. 375 funds tracked by Wall St. Rank hold PBA as of Q2 2022.

B. Riley Wealth Management held 22,119 shares of Pembina Pipeline worth $782 as of Q2 2022.
Pembina Pipeline was a new B. Riley Wealth Management position in Q2 2022.
Pembina Pipeline made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #337 holding.
B. Riley Wealth Management first reported a position in Pembina Pipeline in Q1 2014 and has held it in 5 quarters since.
B. Riley Wealth Management's Pembina Pipeline position peaked at $1.31M in Q1 2020.
375 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2022.

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