BRWA
STEL

B. Riley Wealth Advisors’s Stellar Bancorp STEL Stock Holding History

B. Riley Wealth Advisors’s Portfolio STEL Stock Details STEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-9,732
Closed -$303K – 892
2019
Q4 		$303K Buy
+9,732
New +$286K 0.03% 601

Other funds holding STEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 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 $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

B. Riley Wealth Advisors's STEL Position: Q1 2020 in Review

B. Riley Wealth Advisors sold out of Stellar Bancorp (STEL) in Q1 2020, closing a stake of 9,732 shares — an estimated $303K sold.

B. Riley Wealth Advisors first reported a position in STEL in Q4 2019 and held it in 1 quarter. The position peaked at $303K in Q4 2019. 75 funds tracked by Wall St. Rank hold STEL as of Q1 2020.

  • B. Riley Wealth Advisors reported no remaining Stellar Bancorp position as of Q1 2020 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9,732 Stellar Bancorp shares in Q1 2020, an estimated $303K.
  • B. Riley Wealth Advisors first reported a position in Stellar Bancorp in Q4 2019 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Stellar Bancorp position peaked at $303K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held Stellar Bancorp as of Q1 2020.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2020, filed 6 May 2020.