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B. Riley Wealth Advisors’s Cracker Barrel CBRL Stock Holding History

B. Riley Wealth Advisors’s Portfolio CBRL Stock Details CBRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,230
Closed -$220K – 1285
2024
Q2 		$220K Buy
+5,230
New +$281K 0.01% 1182
2022
Q2 		– Sell
-1,928
Closed -$229K – 1257
2022
Q1 		$229K Buy
1,928
+51
+3% +$6.33K 0.01% 1148
2021
Q4 		$242K Buy
1,877
+17
+0.9% +$2.27K 0.01% 1179
2021
Q3 		$261K Hold
1,860
– – 0.01% 1111
2021
Q2 		$277K Sell
1,860
-132
-7% -$21.2K 0.01% 1065
2021
Q1 		$345K Buy
+1,992
New +$303K 0.01% 921
2015
Q1 		– Sell
-15
Closed -$2 – 773
2014
Q4 		$2 Buy
+15
New +$1.8K ﹤0.01% 3376

Other funds holding CBRL

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
BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Advisors's CBRL Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Cracker Barrel (CBRL) in Q3 2024, closing a stake of 5,230 shares — an estimated $220K sold.

B. Riley Wealth Advisors first reported a position in CBRL in Q4 2014 and held it in 7 quarters. The position peaked at $345K in Q1 2021. 260 funds tracked by Wall St. Rank hold CBRL as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Cracker Barrel position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,230 Cracker Barrel shares in Q3 2024, an estimated $220K.
  • B. Riley Wealth Advisors first reported a position in Cracker Barrel in Q4 2014 and held it in 7 quarters.
  • B. Riley Wealth Advisors's Cracker Barrel position peaked at $345K in Q1 2021.
  • 260 funds tracked by Wall St. Rank held Cracker Barrel as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.