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

Curi 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
2022
Q3 		– Sell
-4
Closed – – 588
2022
Q2 		$0 Hold
4
– – ﹤0.01% 711
2022
Q1 		$0 Buy
4
+2
+100% +$135 ﹤0.01% 627
2021
Q4 		$0 Buy
+2
New +$146 ﹤0.01% 583

Other funds holding RILY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Curi Wealth Management's RILY Position: Q3 2022 in Review

Curi Wealth Management sold out of BRC Group Holdings (RILY) in Q3 2022, closing a stake of 4 shares.

Curi Wealth Management first reported a position in RILY in Q4 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 164 funds tracked by Wall St. Rank hold RILY as of Q3 2022.

  • Curi Wealth Management reported no remaining BRC Group Holdings position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 4 BRC Group Holdings shares in Q3 2022.
  • Curi Wealth Management first reported a position in BRC Group Holdings in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's BRC Group Holdings position peaked at $0 in Q2 2022.
  • 164 funds tracked by Wall St. Rank held BRC Group Holdings as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.