Advisornet Financial’s BRC Group Holdings RILY Stock Holding History

Advisornet Financial’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
2024 Q4	–	Sell	-109	Closed	-$572	–	2217
2024 Q3	$572	Buy	+109	New	+$1.21K	﹤0.01%	2018

Other funds holding RILY

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

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Advisornet Financial's RILY Position: Q4 2024 in Review

Advisornet Financial sold out of BRC Group Holdings (RILY) in Q4 2024, closing a stake of 109 shares — an estimated $572 sold.

Advisornet Financial first reported a position in RILY in Q3 2024 and held it in 1 quarter. The position peaked at $572 in Q3 2024. 92 funds tracked by Wall St. Rank hold RILY as of Q4 2024.

Advisornet Financial reported no remaining BRC Group Holdings position as of Q4 2024 after selling out during the quarter.
Advisornet Financial sold 109 BRC Group Holdings shares in Q4 2024, an estimated $572.
Advisornet Financial first reported a position in BRC Group Holdings in Q3 2024 and held it in 1 quarter.
Advisornet Financial's BRC Group Holdings position peaked at $572 in Q3 2024.
92 funds tracked by Wall St. Rank held BRC Group Holdings as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.