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Disciplined Investments’s BRC Group Holdings RILY Stock Holding History

Disciplined Investments’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
2023
Q1 		– Sell
-1
Closed -$34 – 1704
2022
Q4 		$34 Sell
1
-1
-50% -$42 ﹤0.01% 1602
2022
Q3 		$0 Buy
+2
New +$100 ﹤0.01% 1545
2022
Q2 		– Sell
-2
Closed – – 1560
2022
Q1 		$0 Buy
+2
New +$135 ﹤0.01% 1572

Other funds holding RILY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $187M AUM 179.87% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Disciplined Investments's RILY Position: Q1 2023 in Review

Disciplined Investments sold out of BRC Group Holdings (RILY) in Q1 2023, closing a stake of 1 share — an estimated $34 sold.

Disciplined Investments first reported a position in RILY in Q1 2022 and held it in 3 quarters. The position peaked at $34 in Q4 2022. 145 funds tracked by Wall St. Rank hold RILY as of Q1 2023.

  • Disciplined Investments reported no remaining BRC Group Holdings position as of Q1 2023 after selling out during the quarter.
  • Disciplined Investments sold 1 BRC Group Holdings share in Q1 2023, an estimated $34.
  • Disciplined Investments first reported a position in BRC Group Holdings in Q1 2022 and held it in 3 quarters.
  • Disciplined Investments's BRC Group Holdings position peaked at $34 in Q4 2022.
  • 145 funds tracked by Wall St. Rank held BRC Group Holdings as of Q1 2023.

Based on Disciplined Investments's 13F filing for Q1 2023, filed 10 May 2023.