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FORA Capital’s BRC Group Holdings RILY Stock Holding History

FORA Capital’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
Q4 		– Sell
-6,036
Closed -$247K – 611
2023
Q3 		$247K Buy
+6,036
New +$297K 0.02% 406
2021
Q2 		– Sell
-792
Closed -$45K – 1098
2021
Q1 		$45K Buy
+792
New +$42.7K 0.01% 561
2020
Q2 		– Sell
-996
Closed -$18K – 1242
2020
Q1 		$18K Buy
+996
New +$23.4K ﹤0.01% 974

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FORA Capital's RILY Position: Q4 2023 in Review

FORA Capital sold out of BRC Group Holdings (RILY) in Q4 2023, closing a stake of 6,036 shares — an estimated $247K sold.

FORA Capital first reported a position in RILY in Q1 2020 and held it in 3 quarters. The position peaked at $247K in Q3 2023. 143 funds tracked by Wall St. Rank hold RILY as of Q4 2023.

  • FORA Capital reported no remaining BRC Group Holdings position as of Q4 2023 after selling out during the quarter.
  • FORA Capital sold 6,036 BRC Group Holdings shares in Q4 2023, an estimated $247K.
  • FORA Capital first reported a position in BRC Group Holdings in Q1 2020 and held it in 3 quarters.
  • FORA Capital's BRC Group Holdings position peaked at $247K in Q3 2023.
  • 143 funds tracked by Wall St. Rank held BRC Group Holdings as of Q4 2023.

Based on FORA Capital's 13F filing for Q4 2023, filed 14 Feb 2024.