BRWA
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B. Riley Wealth Advisors’s RB Global RBA Stock Holding History

B. Riley Wealth Advisors’s Portfolio RBA Stock Details RBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-13,539
Closed -$762K – 1623
2023
Q1 		$762K Buy
13,539
+4,674
+53% +$276K 0.02% 640
2022
Q4 		$513K Buy
+8,865
New +$516K 0.01% 785

Other funds holding RBA

IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of RB Global (RBA) in Q2 2023, closing a stake of 13,539 shares — an estimated $762K sold.

B. Riley Wealth Advisors first reported a position in RBA in Q4 2022 and held it in 2 quarters. The position peaked at $762K in Q1 2023. 391 funds tracked by Wall St. Rank hold RBA as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining RB Global position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 13,539 RB Global shares in Q2 2023, an estimated $762K.
  • B. Riley Wealth Advisors first reported a position in RB Global in Q4 2022 and held it in 2 quarters.
  • B. Riley Wealth Advisors's RB Global position peaked at $762K in Q1 2023.
  • 391 funds tracked by Wall St. Rank held RB Global as of Q2 2023.

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