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Atria Wealth Solutions’s BRC Group Holdings RILY Stock Holding History

Atria Wealth Solutions’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
2022
Q2 		– Sell
-3,004
Closed -$210K – 1854
2022
Q1 		$210K Buy
+3,004
New +$203K ﹤0.01% 1569

Other funds holding RILY

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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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atria Wealth Solutions's RILY Position: Q2 2022 in Review

Atria Wealth Solutions sold out of BRC Group Holdings (RILY) in Q2 2022, closing a stake of 3,004 shares — an estimated $210K sold.

Atria Wealth Solutions first reported a position in RILY in Q1 2022 and held it in 1 quarter. The position peaked at $210K in Q1 2022. 168 funds tracked by Wall St. Rank hold RILY as of Q2 2022.

  • Atria Wealth Solutions reported no remaining BRC Group Holdings position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,004 BRC Group Holdings shares in Q2 2022, an estimated $210K.
  • Atria Wealth Solutions first reported a position in BRC Group Holdings in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's BRC Group Holdings position peaked at $210K in Q1 2022.
  • 168 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.