BRWA
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B. Riley Wealth Advisors’s FlexShares STOXX Global Broad Infrastructure Index Fund NFRA Stock Holding History

B. Riley Wealth Advisors’s Portfolio NFRA Stock Details NFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,772
Closed -$355K – 1592
2023
Q2 		$355K Hold
6,772
– – 0.01% 1028
2023
Q1 		$352K Sell
6,772
-1,216
-15% -$62.7K 0.01% 982
2022
Q4 		$403K Buy
+7,988
New +$394K 0.01% 881

Other funds holding NFRA

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) in Q3 2023, closing a stake of 6,772 shares — an estimated $355K sold.

B. Riley Wealth Advisors first reported a position in NFRA in Q4 2022 and held it in 3 quarters. The position peaked at $403K in Q4 2022. 107 funds tracked by Wall St. Rank hold NFRA as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining FlexShares STOXX Global Broad Infrastructure Index Fund position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,772 FlexShares STOXX Global Broad Infrastructure Index Fund shares in Q3 2023, an estimated $355K.
  • B. Riley Wealth Advisors first reported a position in FlexShares STOXX Global Broad Infrastructure Index Fund in Q4 2022 and held it in 3 quarters.
  • B. Riley Wealth Advisors's FlexShares STOXX Global Broad Infrastructure Index Fund position peaked at $403K in Q4 2022.
  • 107 funds tracked by Wall St. Rank held FlexShares STOXX Global Broad Infrastructure Index Fund as of Q3 2023.

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