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FourThought Financial’s BRC Group Holdings RILY Stock Holding History

FourThought Financial’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 		$13K Hold
300
– – ﹤0.01% 979
2022
Q2 		$13K Buy
300
+100
+50% +$5.25K ﹤0.01% 965
2022
Q1 		$14K Buy
+200
New +$13.5K ﹤0.01% 990

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

FourThought Financial's RILY Position: Q3 2022 in Review

FourThought Financial held its BRC Group Holdings (RILY) position steady in Q3 2022 at 300 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

FourThought Financial first reported a position in RILY in Q1 2022 and has held it in 3 quarters since. The position peaked at $14K in Q1 2022. 164 funds tracked by Wall St. Rank hold RILY as of Q3 2022.

  • FourThought Financial held 300 shares of BRC Group Holdings worth $13K as of Q3 2022.
  • FourThought Financial left its BRC Group Holdings share count unchanged in Q3 2022.
  • BRC Group Holdings made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #979 holding.
  • FourThought Financial first reported a position in BRC Group Holdings in Q1 2022 and has held it in 3 quarters since.
  • FourThought Financial's BRC Group Holdings position peaked at $14K in Q1 2022.
  • 164 funds tracked by Wall St. Rank held BRC Group Holdings as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.