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D'Orazio & Associates’s BRC Group Holdings RILY Stock Holding History

D'Orazio & Associates’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
2021
Q4 		– Sell
-500
Closed -$30K – 570
2021
Q3 		$30K Hold
500
– – 0.01% 292
2021
Q2 		$38K Buy
+500
New +$35K 0.01% 193

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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $187M AUM 179.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

D'Orazio & Associates's RILY Position: Q4 2021 in Review

D'Orazio & Associates sold out of BRC Group Holdings (RILY) in Q4 2021, closing a stake of 500 shares — an estimated $30K sold.

D'Orazio & Associates first reported a position in RILY in Q2 2021 and held it in 2 quarters. The position peaked at $38K in Q2 2021. 200 funds tracked by Wall St. Rank hold RILY as of Q4 2021.

  • D'Orazio & Associates reported no remaining BRC Group Holdings position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 500 BRC Group Holdings shares in Q4 2021, an estimated $30K.
  • D'Orazio & Associates first reported a position in BRC Group Holdings in Q2 2021 and held it in 2 quarters.
  • D'Orazio & Associates's BRC Group Holdings position peaked at $38K in Q2 2021.
  • 200 funds tracked by Wall St. Rank held BRC Group Holdings as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.