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

Avantax Advisory Services’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
2023
Q3 		– Sell
-4,387
Closed -$202K – 1609
2023
Q2 		$202K Buy
+4,387
New +$154K ﹤0.01% 1399

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
EPM
Equitec Proprietary Markets Chicago, Illinois $187M AUM 179.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's RILY Position: Q3 2023 in Review

Avantax Advisory Services sold out of BRC Group Holdings (RILY) in Q3 2023, closing a stake of 4,387 shares — an estimated $202K sold.

Avantax Advisory Services first reported a position in RILY in Q2 2023 and held it in 1 quarter. The position peaked at $202K in Q2 2023. 158 funds tracked by Wall St. Rank hold RILY as of Q3 2023.

  • Avantax Advisory Services reported no remaining BRC Group Holdings position as of Q3 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 4,387 BRC Group Holdings shares in Q3 2023, an estimated $202K.
  • Avantax Advisory Services first reported a position in BRC Group Holdings in Q2 2023 and held it in 1 quarter.
  • Avantax Advisory Services's BRC Group Holdings position peaked at $202K in Q2 2023.
  • 158 funds tracked by Wall St. Rank held BRC Group Holdings as of Q3 2023.

Based on Avantax Advisory Services's 13F filing for Q3 2023, filed 8 Nov 2023.