Ellevest Inc’s Blue Ridge Bankshares BRBS Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-622	Closed	-$6.34K	–	543
2023 Q1	$6.34K	Buy	+622	New	+$7.38K	﹤0.01%	1152

Other funds holding BRBS

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

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

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

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ellevest Inc's BRBS Position: Q2 2023 in Review

Ellevest Inc sold out of Blue Ridge Bankshares (BRBS) in Q2 2023, closing a stake of 622 shares — an estimated $6.34K sold.

Ellevest Inc first reported a position in BRBS in Q1 2023 and held it in 1 quarter. The position peaked at $6.34K in Q1 2023. 60 funds tracked by Wall St. Rank hold BRBS as of Q2 2023.

Ellevest Inc reported no remaining Blue Ridge Bankshares position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 622 Blue Ridge Bankshares shares in Q2 2023, an estimated $6.34K.
Ellevest Inc first reported a position in Blue Ridge Bankshares in Q1 2023 and held it in 1 quarter.
Ellevest Inc's Blue Ridge Bankshares position peaked at $6.34K in Q1 2023.
60 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.