B. Riley Wealth Management’s Liberty All-Star Equity Fund USA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$85K	Buy	+13,548	New	+$94K	0.01%	638

Other funds holding USA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

B. Riley Wealth Management opened a new position in Liberty All-Star Equity Fund (USA) in Q2 2022: 13,548 shares worth $85K. The stake represents 0.01% of the portfolio and ranks #638 among its holdings.

165 funds tracked by Wall St. Rank hold USA as of Q2 2022.

B. Riley Wealth Management held 13,548 shares of Liberty All-Star Equity Fund worth $85K as of Q2 2022.
Liberty All-Star Equity Fund was a new B. Riley Wealth Management position in Q2 2022.
Liberty All-Star Equity Fund made up 0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #638 holding.
165 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2022.

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