B. Riley Wealth Advisors’s Erie Indemnity ERIE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-995	Closed	-$231K	–	1567
2023 Q1	$231K	Sell	995 -9	-0.9%	-$2.15K	0.01%	1220
2022 Q4	$250K	Buy	+1,004	New	+$258K	0.01%	1138
2015 Q1	–	Sell	-18	Closed	-$2	–	985
2014 Q4	$2	Buy	+18	New	+$1.53K	﹤0.01%	3389

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

B. Riley Wealth Advisors's ERIE Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Erie Indemnity (ERIE) in Q2 2023, closing a stake of 995 shares — an estimated $231K sold.

B. Riley Wealth Advisors first reported a position in ERIE in Q4 2014 and held it in 3 quarters. The position peaked at $250K in Q4 2022. 279 funds tracked by Wall St. Rank hold ERIE as of Q2 2023.

B. Riley Wealth Advisors reported no remaining Erie Indemnity position as of Q2 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 995 Erie Indemnity shares in Q2 2023, an estimated $231K.
B. Riley Wealth Advisors first reported a position in Erie Indemnity in Q4 2014 and held it in 3 quarters.
B. Riley Wealth Advisors's Erie Indemnity position peaked at $250K in Q4 2022.
279 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.