B. Riley Wealth Advisors’s Brady Corp BRC Stock Holding History

B. Riley Wealth Advisors’s Portfolio BRC Stock Details BRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,407	Closed	-$210K	–	1502
2023 Q2	$210K	Buy	+4,407	New	+$222K	﹤0.01%	1336
2015 Q1	–	Sell	-300	Closed	-$8	–	742
2014 Q4	$8	Buy	+300	New	+$7.29K	﹤0.01%	2962
2014 Q3	–	Sell	-300	Closed	-$8.96K	–	797
2014 Q2	$8.96K	Buy	+300	New	+$8.06K	﹤0.01%	1831

Other funds holding BRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

B. Riley Wealth Advisors's BRC Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Brady Corp (BRC) in Q3 2023, closing a stake of 4,407 shares — an estimated $210K sold.

B. Riley Wealth Advisors first reported a position in BRC in Q2 2014 and held it in 3 quarters. The position peaked at $210K in Q2 2023. 228 funds tracked by Wall St. Rank hold BRC as of Q3 2023.

B. Riley Wealth Advisors reported no remaining Brady Corp position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 4,407 Brady Corp shares in Q3 2023, an estimated $210K.
B. Riley Wealth Advisors first reported a position in Brady Corp in Q2 2014 and held it in 3 quarters.
B. Riley Wealth Advisors's Brady Corp position peaked at $210K in Q2 2023.
228 funds tracked by Wall St. Rank held Brady Corp as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.