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B. Riley Wealth Advisors’s Civista Bancshares CIVB Stock Holding History

B. Riley Wealth Advisors’s Portfolio CIVB Stock Details CIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-23,405
Closed -$407K – 1525
2023
Q2 		$407K Buy
+23,405
New +$373K 0.01% 963

Other funds holding CIVB

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.56B AUM 26.01% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Civista Bancshares (CIVB) in Q3 2023, closing a stake of 23,405 shares — an estimated $407K sold.

B. Riley Wealth Advisors first reported a position in CIVB in Q2 2023 and held it in 1 quarter. The position peaked at $407K in Q2 2023. 87 funds tracked by Wall St. Rank hold CIVB as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Civista Bancshares position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 23,405 Civista Bancshares shares in Q3 2023, an estimated $407K.
  • B. Riley Wealth Advisors first reported a position in Civista Bancshares in Q2 2023 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Civista Bancshares position peaked at $407K in Q2 2023.
  • 87 funds tracked by Wall St. Rank held Civista Bancshares as of Q3 2023.

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