AG
RILY icon

Aperio Group’s BRC Group Holdings RILY Stock Holding History

Aperio Group’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
2020
Q4 		$291K Buy
+6,581
New +$212K ﹤0.01% 2194
2019
Q3 		– Sell
-1,396
Closed -$29K – 2666
2019
Q2 		$29K Buy
+1,396
New +$26.6K ﹤0.01% 2632

Other funds holding RILY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $187M AUM 179.87% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Aperio Group's RILY Position: Q4 2020 in Review

Aperio Group opened a new position in BRC Group Holdings (RILY) in Q4 2020: 6,581 shares worth $291K. The stake represents ﹤0.01% of the portfolio and ranks #2194 among its holdings. This is a return to the name: Aperio Group previously reported a position in RILY as recently as Q2 2019.

Aperio Group first reported a position in RILY in Q2 2019 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold RILY as of Q4 2020.

  • Aperio Group held 6,581 shares of BRC Group Holdings worth $291K as of Q4 2020.
  • BRC Group Holdings was a new Aperio Group position in Q4 2020.
  • BRC Group Holdings made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2194 holding.
  • Aperio Group first reported a position in BRC Group Holdings in Q2 2019 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held BRC Group Holdings as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.