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Global Financial Private Client’s BRC Group Holdings RILY Stock Holding History

Global Financial Private Client’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
2024
Q1 		– Sell
-112
Closed -$2.35K – 715
2023
Q4 		$2.35K Buy
+112
New +$3.27K ﹤0.01% 575
2022
Q3 		– Sell
-55
Closed -$2.39K – 670
2022
Q2 		$2.39K Hold
55
– – ﹤0.01% 507
2022
Q1 		$3.83K Hold
55
– – ﹤0.01% 484
2021
Q4 		$4.89K Buy
+55
New +$4.02K ﹤0.01% 454

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Global Financial Private Client's RILY Position: Q1 2024 in Review

Global Financial Private Client sold out of BRC Group Holdings (RILY) in Q1 2024, closing a stake of 112 shares — an estimated $2.35K sold.

Global Financial Private Client first reported a position in RILY in Q4 2021 and held it in 4 quarters. The position peaked at $4.89K in Q4 2021. 142 funds tracked by Wall St. Rank hold RILY as of Q1 2024.

  • Global Financial Private Client reported no remaining BRC Group Holdings position as of Q1 2024 after selling out during the quarter.
  • Global Financial Private Client sold 112 BRC Group Holdings shares in Q1 2024, an estimated $2.35K.
  • Global Financial Private Client first reported a position in BRC Group Holdings in Q4 2021 and held it in 4 quarters.
  • Global Financial Private Client's BRC Group Holdings position peaked at $4.89K in Q4 2021.
  • 142 funds tracked by Wall St. Rank held BRC Group Holdings as of Q1 2024.

Based on Global Financial Private Client's 13F filing for Q1 2024, filed 16 May 2024.