ASN
RILY icon

Advisory Services Network’s BRC Group Holdings RILY Stock Holding History

Advisory Services Network’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
Q1 		– Sell
-2,000
Closed -$42K – 3197
2023
Q4 		$42K Buy
+2,000
New +$58.5K ﹤0.01% 2111
2021
Q4 		– Sell
-28,699
Closed -$1.69M – 1486
2021
Q3 		$1.69M Buy
28,699
+26,647
+1,299% +$1.75M 0.05% 427
2021
Q2 		$155K Buy
+2,052
New +$144K ﹤0.01% 1380
2020
Q2 		– Sell
-1,000
Closed -$18K – 2381
2020
Q1 		$18K Buy
+1,000
New +$23.5K ﹤0.01% 1931

Other funds holding RILY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $187M AUM 179.87% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Advisory Services Network's RILY Position: Q1 2024 in Review

Advisory Services Network sold out of BRC Group Holdings (RILY) in Q1 2024, closing a stake of 2,000 shares — an estimated $42K sold.

Advisory Services Network first reported a position in RILY in Q1 2020 and held it in 4 quarters. The position peaked at $1.69M in Q3 2021. 142 funds tracked by Wall St. Rank hold RILY as of Q1 2024.

  • Advisory Services Network reported no remaining BRC Group Holdings position as of Q1 2024 after selling out during the quarter.
  • Advisory Services Network sold 2,000 BRC Group Holdings shares in Q1 2024, an estimated $42K.
  • Advisory Services Network first reported a position in BRC Group Holdings in Q1 2020 and held it in 4 quarters.
  • Advisory Services Network's BRC Group Holdings position peaked at $1.69M in Q3 2021.
  • 142 funds tracked by Wall St. Rank held BRC Group Holdings as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.