B. Riley Wealth Advisors’s RBC Bearings RBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,195	Closed	-$280K	–	1562
2024 Q1	$280K	Buy	1,195 +448	+60%	+$121K	0.01%	1072
2023 Q4	$213K	Sell	747 -448	-37%	-$110K	0.01%	1225
2023 Q3	$280K	Buy	+1,195	New	+$271K	0.01%	1072
2023 Q2	–	Sell	-1,052	Closed	-$245K	–	1624
2023 Q1	$245K	Buy	+1,052	New	+$242K	0.01%	1179
2022 Q4	–	Sell	-1,330	Closed	-$277K	–	1578
2022 Q3	$277K	Buy	+1,330	New	+$306K	0.01%	1050
2015 Q1	–	Sell	-729	Closed	-$47	–	1657
2014 Q4	$47	Buy	+729	New	+$44.2K	﹤0.01%	2128
2014 Q3	–	Sell	-729	Closed	-$46.7K	–	1600
2014 Q2	$46.7K	Buy	+729	New	+$45.2K	0.01%	1061

Other funds holding RBC

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

B. Riley Wealth Advisors's RBC Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of RBC Bearings (RBC) in Q2 2024, closing a stake of 1,195 shares — an estimated $280K sold.

B. Riley Wealth Advisors first reported a position in RBC in Q2 2014 and held it in 7 quarters. The position peaked at $280K in Q1 2024. 372 funds tracked by Wall St. Rank hold RBC as of Q2 2024.

B. Riley Wealth Advisors reported no remaining RBC Bearings position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 1,195 RBC Bearings shares in Q2 2024, an estimated $280K.
B. Riley Wealth Advisors first reported a position in RBC Bearings in Q2 2014 and held it in 7 quarters.
B. Riley Wealth Advisors's RBC Bearings position peaked at $280K in Q1 2024.
372 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.