BRWM
USDP

B. Riley Wealth Management’s USD PARTNERS LP USDP Stock Holding History

B. Riley Wealth Management’s Portfolio USDP Stock Details USDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$1.84K Buy
353,747
+252,107
+248% +$1.51M ﹤0.01% 220
2022
Q1 		$612K Buy
101,640
+16,043
+19% +$91.9K 0.05% 295
2021
Q4 		$453K Buy
85,597
+30,913
+57% +$181K 0.03% 378
2021
Q3 		$341K Buy
+54,684
New +$365K 0.03% 427
2020
Q2 		– Sell
-129,523
Closed -$373K – 571
2020
Q1 		$373K Buy
+129,523
New +$1.06M 0.04% 319

Other funds holding USDP

ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

B. Riley Wealth Management increased its USD PARTNERS LP (USDP) stake by 248% in Q2 2022, buying an estimated $1.51M and bringing the position to 353,747 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

B. Riley Wealth Management first reported a position in USDP in Q1 2020 and has held it in 5 quarters since. The position peaked at $612K in Q1 2022. 20 funds tracked by Wall St. Rank hold USDP as of Q2 2022.

  • B. Riley Wealth Management held 353,747 shares of USD PARTNERS LP worth $1.84K as of Q2 2022.
  • B. Riley Wealth Management bought 252,107 USD PARTNERS LP shares in Q2 2022, an estimated $1.51M.
  • USD PARTNERS LP made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #220 holding.
  • B. Riley Wealth Management first reported a position in USD PARTNERS LP in Q1 2020 and has held it in 5 quarters since.
  • B. Riley Wealth Management's USD PARTNERS LP position peaked at $612K in Q1 2022.
  • 20 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q2 2022.

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