Arlington Trust’s BRC Group Holdings RILY Stock Holding History

Arlington Trust’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	-23	Closed	-$483	–	808
2023 Q4	$483	Buy	+23	New	+$673	﹤0.01%	882

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EPM

Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Arlington Trust's RILY Position: Q1 2024 in Review

Arlington Trust sold out of BRC Group Holdings (RILY) in Q1 2024, closing a stake of 23 shares — an estimated $483 sold.

Arlington Trust first reported a position in RILY in Q4 2023 and held it in 1 quarter. The position peaked at $483 in Q4 2023. 142 funds tracked by Wall St. Rank hold RILY as of Q1 2024.

Arlington Trust reported no remaining BRC Group Holdings position as of Q1 2024 after selling out during the quarter.
Arlington Trust sold 23 BRC Group Holdings shares in Q1 2024, an estimated $483.
Arlington Trust first reported a position in BRC Group Holdings in Q4 2023 and held it in 1 quarter.
Arlington Trust's BRC Group Holdings position peaked at $483 in Q4 2023.
142 funds tracked by Wall St. Rank held BRC Group Holdings as of Q1 2024.

Based on Arlington Trust's 13F filing for Q1 2024, filed 16 Apr 2024.