SEC 13F Intelligence

B. Riley Wealth Management, Inc. / AMT

B. Riley Wealth Management, Inc.’s American Tower Corp Position

Does B. Riley Wealth Management, Inc. own American Tower Corp (AMT)? Yes40.6K shares worth $10M (+0.01% of its 13F portfolio) as of Q3 2022, down from 59.1K shares the prior filed quarter.

Position Value
$10M
Q3 2022
Shares
40.6K
% of Portfolio
+0.01%
Quarters Held
14
currently held

Position History AMT

Reported value by quarter
Q4 ’18: $280,000Q4 ’18Q1 ’19: $378,000Q2 ’19: $409,000Q2 ’19Q3 ’19: $459,000Q1 ’20: $14MQ1 ’20Q2 ’20: $16MQ3 ’20: $15MQ3 ’20Q4 ’20: $13MQ1 ’21: $14MQ1 ’21Q2 ’21: $15MQ3 ’21: $15MQ3 ’21Q4 ’21: $17MQ1 ’22: $15MQ1 ’22Q3 ’22: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202240.6K$10M+0.01%
Q1 202259.1K$15M+1.14%
Q4 202157.8K$17M+1.17%
Q3 202158.0K$15M+1.18%
Q2 202156.6K$15M+1.69%
Q1 202157.8K$14M+1.62%
Q4 202060.1K$13M+1.74%
Q3 202062.4K$15M+1.78%
Q2 202062.4K$16M+1.77%
Q1 202064.1K$14M+1.47%
Q3 20192.1K$459,000+0.08%
Q2 20192.0K$409,000+0.06%
Q1 20191.9K$378,000+0.07%
Q4 20181.8K$280,000+0.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See B. Riley Wealth Management, Inc.’s full portfolio or all institutional holders of AMT.