BDO Wealth Advisors’s BRC Group Holdings RILY Stock Holding History

BDO Wealth Advisors’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 Q2	$9.2K	Hold	200	–	–	﹤0.01%	709
2023 Q1	$5.68K	Hold	200	–	–	﹤0.01%	780
2022 Q4	$6.84K	Hold	200	–	–	﹤0.01%	738
2022 Q3	$9K	Hold	200	–	–	﹤0.01%	734
2022 Q2	$8K	Hold	200	–	–	﹤0.01%	722
2022 Q1	$14K	Hold	200	–	–	﹤0.01%	668
2021 Q4	$18K	Hold	200	–	–	﹤0.01%	644
2021 Q3	$12K	Hold	200	–	–	﹤0.01%	699
2021 Q2	$15K	Hold	200	–	–	﹤0.01%	688
2021 Q1	$11K	Hold	200	–	–	﹤0.01%	723
2020 Q4	$9K	Buy	+200	New	+$6.45K	﹤0.01%	561

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

EPM

Equitec Proprietary Markets Chicago, Illinois $187M AUM 179.87% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RGC

Redwood Grove Capital Palo Alto, California $310M AUM 35.87% 1-Year Est. Return

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

BDO Wealth Advisors's RILY Position: Q2 2023 in Review

BDO Wealth Advisors held its BRC Group Holdings (RILY) position steady in Q2 2023 at 200 shares worth $9.2K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

BDO Wealth Advisors first reported a position in RILY in Q4 2020 and has held it in 11 quarters since. The position peaked at $18K in Q4 2021. 149 funds tracked by Wall St. Rank hold RILY as of Q2 2023.

BDO Wealth Advisors held 200 shares of BRC Group Holdings worth $9.2K as of Q2 2023.
BDO Wealth Advisors left its BRC Group Holdings share count unchanged in Q2 2023.
BRC Group Holdings made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #709 holding.
BDO Wealth Advisors first reported a position in BRC Group Holdings in Q4 2020 and has held it in 11 quarters since.
BDO Wealth Advisors's BRC Group Holdings position peaked at $18K in Q4 2021.
149 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.