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B. Riley Wealth Advisors’s Resources Connection RGP Stock Holding History

B. Riley Wealth Advisors’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,091
Closed -$189K – 1625
2023
Q1 		$189K Sell
11,091
-1,299
-10% -$22.8K 0.01% 1314
2022
Q4 		$228K Buy
+12,390
New +$228K 0.01% 1180

Other funds holding RGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Resources Connection (RGP) in Q2 2023, closing a stake of 11,091 shares — an estimated $189K sold.

B. Riley Wealth Advisors first reported a position in RGP in Q4 2022 and held it in 2 quarters. The position peaked at $228K in Q4 2022. 174 funds tracked by Wall St. Rank hold RGP as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining Resources Connection position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,091 Resources Connection shares in Q2 2023, an estimated $189K.
  • B. Riley Wealth Advisors first reported a position in Resources Connection in Q4 2022 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Resources Connection position peaked at $228K in Q4 2022.
  • 174 funds tracked by Wall St. Rank held Resources Connection as of Q2 2023.

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