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Connectus Wealth’s BRC Group Holdings 5.25% Senior Notes due 2028 RILYZ Stock Holding History

Connectus Wealth’s Portfolio RILYZ Stock Details RILYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-52,500
Closed -$1.1M – 502
2022
Q3 		$1.1M Buy
+52,500
New +$1.13M 0.02% 325

Other funds holding RILYZ

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return

Connectus Wealth's RILYZ Position: Q4 2022 in Review

Connectus Wealth sold out of BRC Group Holdings 5.25% Senior Notes due 2028 (RILYZ) in Q4 2022, closing a stake of 52,500 shares — an estimated $1.1M sold.

Connectus Wealth first reported a position in RILYZ in Q3 2022 and held it in 1 quarter. The position peaked at $1.1M in Q3 2022. 1 fund tracked by Wall St. Rank holds RILYZ as of Q4 2022.

  • Connectus Wealth reported no remaining BRC Group Holdings 5.25% Senior Notes due 2028 position as of Q4 2022 after selling out during the quarter.
  • Connectus Wealth sold 52,500 BRC Group Holdings 5.25% Senior Notes due 2028 shares in Q4 2022, an estimated $1.1M.
  • Connectus Wealth first reported a position in BRC Group Holdings 5.25% Senior Notes due 2028 in Q3 2022 and held it in 1 quarter.
  • Connectus Wealth's BRC Group Holdings 5.25% Senior Notes due 2028 position peaked at $1.1M in Q3 2022.
  • 1 fund tracked by Wall St. Rank held BRC Group Holdings 5.25% Senior Notes due 2028 as of Q4 2022.

Based on Connectus Wealth's 13F filing for Q4 2022, filed 7 Feb 2023.