Selective Wealth Management’s Blue Ridge Bankshares BRBS Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-100	Closed	-$1K	–	195
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	702
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	688
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	654
2021 Q4	$2K	Hold	100	–	–	﹤0.01%	602
2021 Q3	$2K	Buy	+100	New	+$1.75K	﹤0.01%	537

Other funds holding BRBS

BFC

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

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 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

SCP

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

Selective Wealth Management's BRBS Position: Q4 2022 in Review

Selective Wealth Management sold out of Blue Ridge Bankshares (BRBS) in Q4 2022, closing a stake of 100 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in BRBS in Q3 2021 and held it in 5 quarters. The position peaked at $2K in Q2 2022. 59 funds tracked by Wall St. Rank hold BRBS as of Q4 2022.

Selective Wealth Management reported no remaining Blue Ridge Bankshares position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 100 Blue Ridge Bankshares shares in Q4 2022, an estimated $1K.
Selective Wealth Management first reported a position in Blue Ridge Bankshares in Q3 2021 and held it in 5 quarters.
Selective Wealth Management's Blue Ridge Bankshares position peaked at $2K in Q2 2022.
59 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.