Domani Wealth’s Blue Ridge Bankshares BRBS Stock Holding History

Domani Wealth’s Portfolio BRBS Stock Details BRBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-22,665	Closed	-$406K	–	119
2021 Q4	$406K	Buy	+22,665	New	+$412K	0.08%	90

Other funds holding BRBS

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Domani Wealth's BRBS Position: Q1 2022 in Review

Domani Wealth sold out of Blue Ridge Bankshares (BRBS) in Q1 2022, closing a stake of 22,665 shares — an estimated $406K sold.

Domani Wealth first reported a position in BRBS in Q4 2021 and held it in 1 quarter. The position peaked at $406K in Q4 2021. 64 funds tracked by Wall St. Rank hold BRBS as of Q1 2022.

Domani Wealth reported no remaining Blue Ridge Bankshares position as of Q1 2022 after selling out during the quarter.
Domani Wealth sold 22,665 Blue Ridge Bankshares shares in Q1 2022, an estimated $406K.
Domani Wealth first reported a position in Blue Ridge Bankshares in Q4 2021 and held it in 1 quarter.
Domani Wealth's Blue Ridge Bankshares position peaked at $406K in Q4 2021.
64 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q1 2022.

Based on Domani Wealth's 13F filing for Q1 2022, filed 15 Apr 2022.