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Graves Light Lenhart Wealth’s Blue Ridge Bankshares BRBS Stock Holding History

Graves Light Lenhart 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
2023
Q4 		– Sell
-10,149
Closed -$42K – 183
2023
Q3 		$42K Buy
+10,149
New +$79.8K 0.01% 176
2022
Q3 		– Sell
-3,745
Closed -$57K – 222
2022
Q2 		$57K Hold
3,745
– – 0.01% 290
2022
Q1 		$57K Hold
3,745
– – 0.01% 340
2021
Q4 		$67K Hold
3,745
– – 0.01% 358
2021
Q3 		$66K Hold
3,745
– – 0.01% 334
2021
Q2 		$66K Sell
3,745
-1
-0% -$16 0.01% 343
2021
Q1 		$55K Hold
3,746
– – 0.01% 372
2020
Q4 		$44K Buy
+3,746
New +$38.1K 0.01% 388

Other funds holding BRBS

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Graves Light Lenhart Wealth's BRBS Position: Q4 2023 in Review

Graves Light Lenhart Wealth sold out of Blue Ridge Bankshares (BRBS) in Q4 2023, closing a stake of 10,149 shares — an estimated $42K sold.

Graves Light Lenhart Wealth first reported a position in BRBS in Q4 2020 and held it in 8 quarters. The position peaked at $67K in Q4 2021. 77 funds tracked by Wall St. Rank hold BRBS as of Q4 2023.

  • Graves Light Lenhart Wealth reported no remaining Blue Ridge Bankshares position as of Q4 2023 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 10,149 Blue Ridge Bankshares shares in Q4 2023, an estimated $42K.
  • Graves Light Lenhart Wealth first reported a position in Blue Ridge Bankshares in Q4 2020 and held it in 8 quarters.
  • Graves Light Lenhart Wealth's Blue Ridge Bankshares position peaked at $67K in Q4 2021.
  • 77 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q4 2023.

Based on Graves Light Lenhart Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.