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Avior Wealth Management’s BRC Group Holdings RILY Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-5
Closed -$105 – 3416
2024
Q1 		$105 Buy
+5
New +$100 ﹤0.01% 3172

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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avior Wealth Management's RILY Position: Q2 2024 in Review

Avior Wealth Management sold out of BRC Group Holdings (RILY) in Q2 2024, closing a stake of 5 shares — an estimated $105 sold.

Avior Wealth Management first reported a position in RILY in Q1 2024 and held it in 1 quarter. The position peaked at $105 in Q1 2024. 133 funds tracked by Wall St. Rank hold RILY as of Q2 2024.

  • Avior Wealth Management reported no remaining BRC Group Holdings position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 5 BRC Group Holdings shares in Q2 2024, an estimated $105.
  • Avior Wealth Management first reported a position in BRC Group Holdings in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's BRC Group Holdings position peaked at $105 in Q1 2024.
  • 133 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.