BRWA
CATC

B. Riley Wealth Advisors’s CAMBRIDGE BANCORP CATC Stock Holding History

B. Riley Wealth Advisors’s Portfolio CATC Stock Details CATC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,800
Closed -$450K – 1527
2021
Q4 		$450K Hold
4,800
– – 0.01% 874
2021
Q3 		$423K Hold
4,800
– – 0.01% 866
2021
Q2 		$399K Hold
4,800
– – 0.01% 885
2021
Q1 		$405K Buy
+4,800
New +$376K 0.01% 840

Other funds holding CATC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CT
Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Riley Wealth Advisors's CATC Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of CAMBRIDGE BANCORP (CATC) in Q1 2022, closing a stake of 4,800 shares — an estimated $450K sold.

B. Riley Wealth Advisors first reported a position in CATC in Q1 2021 and held it in 4 quarters. The position peaked at $450K in Q4 2021. 107 funds tracked by Wall St. Rank hold CATC as of Q1 2022.

  • B. Riley Wealth Advisors reported no remaining CAMBRIDGE BANCORP position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,800 CAMBRIDGE BANCORP shares in Q1 2022, an estimated $450K.
  • B. Riley Wealth Advisors first reported a position in CAMBRIDGE BANCORP in Q1 2021 and held it in 4 quarters.
  • B. Riley Wealth Advisors's CAMBRIDGE BANCORP position peaked at $450K in Q4 2021.
  • 107 funds tracked by Wall St. Rank held CAMBRIDGE BANCORP as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.