Grove Bank & Trust’s BRC Group Holdings RILY Stock Holding History

Grove Bank & Trust’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	-23	Closed	-$943	–	686
2023 Q3	$943	Buy	+23	New	+$1.13K	﹤0.01%	700

Other funds holding RILY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grove Bank & Trust's RILY Position: Q4 2023 in Review

Grove Bank & Trust sold out of BRC Group Holdings (RILY) in Q4 2023, closing a stake of 23 shares — an estimated $943 sold.

Grove Bank & Trust first reported a position in RILY in Q3 2023 and held it in 1 quarter. The position peaked at $943 in Q3 2023. 143 funds tracked by Wall St. Rank hold RILY as of Q4 2023.

Grove Bank & Trust reported no remaining BRC Group Holdings position as of Q4 2023 after selling out during the quarter.
Grove Bank & Trust sold 23 BRC Group Holdings shares in Q4 2023, an estimated $943.
Grove Bank & Trust first reported a position in BRC Group Holdings in Q3 2023 and held it in 1 quarter.
Grove Bank & Trust's BRC Group Holdings position peaked at $943 in Q3 2023.
143 funds tracked by Wall St. Rank held BRC Group Holdings as of Q4 2023.

Based on Grove Bank & Trust's 13F filing for Q4 2023, filed 30 Jan 2024.