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B. Riley Wealth Advisors’s First Financial Bankshares FFIN Stock Holding History

B. Riley Wealth Advisors’s Portfolio FFIN Stock Details FFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-9,636
Closed -$322K – 864
2019
Q3 		$322K Buy
9,636
+1,738
+22% +$54.7K 0.03% 567
2019
Q2 		$244K Buy
+7,898
New +$238K 0.03% 643
2014
Q3 		– Sell
-312
Closed -$4.89K – 1076
2014
Q2 		$4.89K Buy
+312
New +$4.72K ﹤0.01% 2048

Other funds holding FFIN

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

B. Riley Wealth Advisors's FFIN Position: Q4 2019 in Review

B. Riley Wealth Advisors sold out of First Financial Bankshares (FFIN) in Q4 2019, closing a stake of 9,636 shares — an estimated $322K sold.

B. Riley Wealth Advisors first reported a position in FFIN in Q2 2014 and held it in 3 quarters. The position peaked at $322K in Q3 2019. 239 funds tracked by Wall St. Rank hold FFIN as of Q4 2019.

  • B. Riley Wealth Advisors reported no remaining First Financial Bankshares position as of Q4 2019 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9,636 First Financial Bankshares shares in Q4 2019, an estimated $322K.
  • B. Riley Wealth Advisors first reported a position in First Financial Bankshares in Q2 2014 and held it in 3 quarters.
  • B. Riley Wealth Advisors's First Financial Bankshares position peaked at $322K in Q3 2019.
  • 239 funds tracked by Wall St. Rank held First Financial Bankshares as of Q4 2019.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.