CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Riverview Bancorp RVSB Stock Holding History

CAPTRUST Financial Advisors’s Portfolio RVSB Stock Details RVSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-640
Closed -$4K – 3653
2022
Q2 		$4K Sell
640
-214
-25% -$1.47K ﹤0.01% 4212
2022
Q1 		$6K Buy
854
+231
+37% +$1.77K ﹤0.01% 4085
2021
Q4 		$5K Buy
+623
New +$4.73K ﹤0.01% 4091
2020
Q4 		– Sell
-109
Closed – – 3496
2020
Q3 		$0 Buy
+109
New +$489 ﹤0.01% 3202

Other funds holding RVSB

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

CAPTRUST Financial Advisors's RVSB Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Riverview Bancorp (RVSB) in Q3 2022, closing a stake of 640 shares — an estimated $4K sold.

CAPTRUST Financial Advisors first reported a position in RVSB in Q3 2020 and held it in 4 quarters. The position peaked at $6K in Q1 2022. 56 funds tracked by Wall St. Rank hold RVSB as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Riverview Bancorp position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 640 Riverview Bancorp shares in Q3 2022, an estimated $4K.
  • CAPTRUST Financial Advisors first reported a position in Riverview Bancorp in Q3 2020 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's Riverview Bancorp position peaked at $6K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held Riverview Bancorp as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.