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

BKM 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
Q1 		– Sell
-128
Closed -$2.69K – 477
2023
Q4 		$2.69K Buy
+128
New +$3.74K ﹤0.01% 549

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $1.73B AUM 27.65% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BKM Wealth Management's RILY Position: Q1 2024 in Review

BKM Wealth Management sold out of BRC Group Holdings (RILY) in Q1 2024, closing a stake of 128 shares — an estimated $2.69K sold.

BKM Wealth Management first reported a position in RILY in Q4 2023 and held it in 1 quarter. The position peaked at $2.69K in Q4 2023. 142 funds tracked by Wall St. Rank hold RILY as of Q1 2024.

  • BKM Wealth Management reported no remaining BRC Group Holdings position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 128 BRC Group Holdings shares in Q1 2024, an estimated $2.69K.
  • BKM Wealth Management first reported a position in BRC Group Holdings in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's BRC Group Holdings position peaked at $2.69K in Q4 2023.
  • 142 funds tracked by Wall St. Rank held BRC Group Holdings as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.