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B. Riley Wealth Management’s United States Oil Fund USO Stock Holding History

B. Riley Wealth Management’s Portfolio USO Stock Details USO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$135K Sell
4,741
-4,103
-46% -$333K 0.16% 41
2022
Q1 		$656K Buy
+8,844
New +$595K 0.05% 282
2015
Q3 		– Sell
-47
Closed -$7K – 716
2015
Q2 		$7K Buy
+47
New +$7.46K 0.01% 819

Other funds holding USO

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

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

B. Riley Wealth Management reduced its United States Oil Fund (USO) stake by 46% in Q2 2022, selling an estimated $333K and leaving 4,741 shares worth $135K. The position accounts for 0.16% of the portfolio, ranked #41.

B. Riley Wealth Management first reported a position in USO in Q2 2015 and has held it in 3 quarters since. The position peaked at $656K in Q1 2022. 204 funds tracked by Wall St. Rank hold USO as of Q2 2022.

  • B. Riley Wealth Management held 4,741 shares of United States Oil Fund worth $135K as of Q2 2022.
  • B. Riley Wealth Management sold 4,103 United States Oil Fund shares in Q2 2022, an estimated $333K.
  • United States Oil Fund made up 0.16% of B. Riley Wealth Management's portfolio in Q2 2022, its #41 holding.
  • B. Riley Wealth Management first reported a position in United States Oil Fund in Q2 2015 and has held it in 3 quarters since.
  • B. Riley Wealth Management's United States Oil Fund position peaked at $656K in Q1 2022.
  • 204 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2022.

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