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B. Riley Wealth Management’s W&T Offshore WTI Stock Holding History

B. Riley Wealth Management’s Portfolio WTI Stock Details WTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$60 Hold
14,000
– – ﹤0.01% 725
2022
Q1 		$53K Sell
14,000
-2,962
-17% -$13.1K ﹤0.01% 606
2021
Q4 		$55K Hold
16,962
– – ﹤0.01% 641
2021
Q3 		$63K Hold
16,962
– – ﹤0.01% 623
2021
Q2 		$82K Buy
+16,962
New +$65.5K 0.01% 412

Other funds holding WTI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

B. Riley Wealth Management held its W&T Offshore (WTI) position steady in Q2 2022 at 14,000 shares worth $60. The position accounts for ﹤0.01% of the portfolio, ranked #725.

B. Riley Wealth Management first reported a position in WTI in Q2 2021 and has held it in 5 quarters since. The position peaked at $82K in Q2 2021. 151 funds tracked by Wall St. Rank hold WTI as of Q2 2022.

  • B. Riley Wealth Management held 14,000 shares of W&T Offshore worth $60 as of Q2 2022.
  • B. Riley Wealth Management left its W&T Offshore share count unchanged in Q2 2022.
  • W&T Offshore made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #725 holding.
  • B. Riley Wealth Management first reported a position in W&T Offshore in Q2 2021 and has held it in 5 quarters since.
  • B. Riley Wealth Management's W&T Offshore position peaked at $82K in Q2 2021.
  • 151 funds tracked by Wall St. Rank held W&T Offshore as of Q2 2022.

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