AWM
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Accurate Wealth Management’s BRC Group Holdings RILY Stock Holding History

Accurate Wealth Management’s Portfolio RILY Stock Details RILY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-200
Closed -$7.57K – 1158
2022
Q4 		$7.57K Buy
+200
New +$8.38K ﹤0.01% 931

Other funds holding RILY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $187M AUM 179.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Accurate Wealth Management's RILY Position: Q1 2023 in Review

Accurate Wealth Management sold out of BRC Group Holdings (RILY) in Q1 2023, closing a stake of 200 shares — an estimated $7.57K sold.

Accurate Wealth Management first reported a position in RILY in Q4 2022 and held it in 1 quarter. The position peaked at $7.57K in Q4 2022. 145 funds tracked by Wall St. Rank hold RILY as of Q1 2023.

  • Accurate Wealth Management reported no remaining BRC Group Holdings position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 200 BRC Group Holdings shares in Q1 2023, an estimated $7.57K.
  • Accurate Wealth Management first reported a position in BRC Group Holdings in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's BRC Group Holdings position peaked at $7.57K in Q4 2022.
  • 145 funds tracked by Wall St. Rank held BRC Group Holdings as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.