BRWA
GGG icon

B. Riley Wealth Advisors’s Graco GGG Stock Holding History

B. Riley Wealth Advisors’s Portfolio GGG Stock Details GGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,665
Closed -$211K – 1333
2024
Q2 		$211K Sell
2,665
-1,918
-42% -$160K 0.01% 1212
2024
Q1 		$334K Buy
4,583
+1,931
+73% +$171K 0.01% 995
2023
Q4 		$230K Sell
2,652
-1,931
-42% -$152K 0.01% 1189
2023
Q3 		$334K Buy
4,583
+996
+28% +$78.7K 0.01% 995
2023
Q2 		$310K Sell
3,587
-206
-5% -$16K 0.01% 1102
2023
Q1 		$277K Buy
3,793
+730
+24% +$50.7K 0.01% 1113
2022
Q4 		$206K Sell
3,063
-3,739
-55% -$249K 0.01% 1245
2022
Q3 		$408K Buy
6,802
+991
+17% +$63.6K 0.01% 848
2022
Q2 		$346K Sell
5,811
-421
-7% -$26.5K 0.01% 807
2022
Q1 		$435K Buy
6,232
+2,913
+88% +$210K 0.01% 824
2021
Q4 		$268K Buy
+3,319
New +$252K 0.01% 1132
2021
Q2 		– Sell
-4,390
Closed -$315K – 1402
2021
Q1 		$315K Sell
4,390
-122
-3% -$8.66K 0.01% 968
2020
Q4 		$327K Sell
4,512
-1,990
-31% -$133K 0.02% 709
2020
Q3 		$371K Buy
+6,502
New +$363K 0.02% 643
2020
Q2 		– Sell
-4,475
Closed -$219K – 876
2020
Q1 		$219K Sell
4,475
-11
-0.2% -$564 0.02% 638
2019
Q4 		$234K Sell
4,486
-4,084
-48% -$195K 0.02% 706
2019
Q3 		$395K Sell
8,570
-2,732
-24% -$129K 0.04% 489
2019
Q2 		$568K Buy
11,302
+4,017
+55% +$202K 0.06% 331
2019
Q1 		$362K Buy
+7,285
New +$330K 0.05% 432
2015
Q1 		– Sell
-651
Closed -$17K – 1118
2014
Q4 		$17K Buy
+651
New +$16.7K ﹤0.01% 2628
2014
Q3 		– Sell
-258
Closed -$6.71K – 1134
2014
Q2 		$6.71K Buy
+258
New +$6.37K ﹤0.01% 1948

Other funds holding GGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Graco (GGG) in Q3 2024, closing a stake of 2,665 shares — an estimated $211K sold.

B. Riley Wealth Advisors first reported a position in GGG in Q2 2014 and held it in 21 quarters. The position peaked at $568K in Q2 2019. 672 funds tracked by Wall St. Rank hold GGG as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Graco position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,665 Graco shares in Q3 2024, an estimated $211K.
  • B. Riley Wealth Advisors first reported a position in Graco in Q2 2014 and held it in 21 quarters.
  • B. Riley Wealth Advisors's Graco position peaked at $568K in Q2 2019.
  • 672 funds tracked by Wall St. Rank held Graco as of Q3 2024.

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