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Blue Trust Inc’s BRC Group Holdings RILY Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-593
Closed -$10.5K – 2873
2024
Q3 		$10.5K Buy
593
+219
+59% +$2.43K ﹤0.01% 2181
2024
Q2 		$7.92K Buy
+374
New +$9.62K ﹤0.01% 2020
2024
Q1 		– Sell
-9
Closed – – 2616
2023
Q4 		$0 Buy
+9
New +$263 ﹤0.01% 2663
2023
Q2 		– Sell
-7
Closed – – 2434
2023
Q1 		$0 Sell
7
-320
-98% -$12.1K ﹤0.01% 2573
2022
Q4 		$14K Buy
327
+294
+891% +$12.3K ﹤0.01% 1426
2022
Q3 		$1K Sell
33
-2
-6% -$100 ﹤0.01% 1997
2022
Q2 		$2K Buy
+35
New +$1.84K ﹤0.01% 1689

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
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Blue Trust Inc's RILY Position: Q4 2024 in Review

Blue Trust Inc sold out of BRC Group Holdings (RILY) in Q4 2024, closing a stake of 593 shares — an estimated $10.5K sold.

Blue Trust Inc first reported a position in RILY in Q2 2022 and held it in 7 quarters. The position peaked at $14K in Q4 2022. 92 funds tracked by Wall St. Rank hold RILY as of Q4 2024.

  • Blue Trust Inc reported no remaining BRC Group Holdings position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 593 BRC Group Holdings shares in Q4 2024, an estimated $10.5K.
  • Blue Trust Inc first reported a position in BRC Group Holdings in Q2 2022 and held it in 7 quarters.
  • Blue Trust Inc's BRC Group Holdings position peaked at $14K in Q4 2022.
  • 92 funds tracked by Wall St. Rank held BRC Group Holdings as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.