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Glassman Wealth Services’s Blue Ridge Bankshares BRBS Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-137
Closed -$415 – 435
2023
Q4 		$415 Buy
137
+113
+471% +$345 ﹤0.01% 1758
2023
Q3 		$108 Buy
+24
New +$189 ﹤0.01% 1965

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Glassman Wealth Services's BRBS Position: Q1 2024 in Review

Glassman Wealth Services sold out of Blue Ridge Bankshares (BRBS) in Q1 2024, closing a stake of 137 shares — an estimated $415 sold.

Glassman Wealth Services first reported a position in BRBS in Q3 2023 and held it in 2 quarters. The position peaked at $415 in Q4 2023. 73 funds tracked by Wall St. Rank hold BRBS as of Q1 2024.

  • Glassman Wealth Services reported no remaining Blue Ridge Bankshares position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 137 Blue Ridge Bankshares shares in Q1 2024, an estimated $415.
  • Glassman Wealth Services first reported a position in Blue Ridge Bankshares in Q3 2023 and held it in 2 quarters.
  • Glassman Wealth Services's Blue Ridge Bankshares position peaked at $415 in Q4 2023.
  • 73 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.