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B. Riley Wealth Management’s BRC Group Holdings RILY Stock Holding History

B. Riley 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
2022
Q2 		$270 Buy
+6,402
New +$336K ﹤0.01% 564
2022
Q1 		– Sell
-2,303
Closed -$205K – 684
2021
Q4 		$205K Sell
2,303
-1,097
-32% -$80.3K 0.01% 580
2021
Q3 		$201K Buy
+3,400
New +$223K 0.02% 570

Other funds holding RILY

BlackRock
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

B. Riley Wealth Management's RILY Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in BRC Group Holdings (RILY) in Q2 2022: 6,402 shares worth $270. The stake represents ﹤0.01% of the portfolio and ranks #564 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in RILY as recently as Q4 2021.

B. Riley Wealth Management first reported a position in RILY in Q3 2021 and has held it in 3 quarters since. The position peaked at $205K in Q4 2021. 168 funds tracked by Wall St. Rank hold RILY as of Q2 2022.

  • B. Riley Wealth Management held 6,402 shares of BRC Group Holdings worth $270 as of Q2 2022.
  • BRC Group Holdings was a new B. Riley Wealth Management position in Q2 2022.
  • BRC Group Holdings made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #564 holding.
  • B. Riley Wealth Management first reported a position in BRC Group Holdings in Q3 2021 and has held it in 3 quarters since.
  • B. Riley Wealth Management's BRC Group Holdings position peaked at $205K in Q4 2021.
  • 168 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.