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Benjamin F. Edwards & Company’s BRC Group Holdings RILY Stock Holding History

Benjamin F. Edwards & Company’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
Q1 		– Sell
-1,979
Closed -$41K – 2230
2023
Q4 		$41K Buy
1,979
+84
+4% +$2.46K ﹤0.01% 1302
2023
Q3 		$78K Hold
1,895
– – ﹤0.01% 952
2023
Q2 		$87K Sell
1,895
-185
-9% -$6.51K ﹤0.01% 939
2023
Q1 		$59K Buy
2,080
+1,800
+643% +$68.2K ﹤0.01% 1054
2022
Q4 		$10K Buy
+280
New +$11.7K ﹤0.01% 1429

Other funds holding RILY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Benjamin F. Edwards & Company's RILY Position: Q1 2024 in Review

Benjamin F. Edwards & Company sold out of BRC Group Holdings (RILY) in Q1 2024, closing a stake of 1,979 shares — an estimated $41K sold.

Benjamin F. Edwards & Company first reported a position in RILY in Q4 2022 and held it in 5 quarters. The position peaked at $87K in Q2 2023. 142 funds tracked by Wall St. Rank hold RILY as of Q1 2024.

  • Benjamin F. Edwards & Company reported no remaining BRC Group Holdings position as of Q1 2024 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 1,979 BRC Group Holdings shares in Q1 2024, an estimated $41K.
  • Benjamin F. Edwards & Company first reported a position in BRC Group Holdings in Q4 2022 and held it in 5 quarters.
  • Benjamin F. Edwards & Company's BRC Group Holdings position peaked at $87K in Q2 2023.
  • 142 funds tracked by Wall St. Rank held BRC Group Holdings as of Q1 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2024, filed 29 Apr 2024.