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IndexIQ Advisors’s BRC Group Holdings RILY Stock Holding History

IndexIQ Advisors’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
Q1 		– Sell
-8,220
Closed -$730K – 1468
2021
Q4 		$730K Sell
8,220
-208
-2% -$15.2K 0.02% 370
2021
Q3 		$498K Buy
8,428
+1,010
+14% +$66.2K 0.02% 556
2021
Q2 		$560K Buy
7,418
+287
+4% +$20.1K 0.02% 414
2021
Q1 		$402K Sell
7,131
-4,261
-37% -$230K 0.01% 663
2020
Q4 		$504K Buy
11,392
+1,176
+12% +$37.9K 0.02% 379
2020
Q3 		$256K Buy
10,216
+574
+6% +$14.4K 0.01% 481
2020
Q2 		$210K Sell
9,642
-700
-7% -$13.4K 0.01% 524
2020
Q1 		$190K Sell
10,342
-40,342
-80% -$950K 0.01% 433
2019
Q4 		$1.28M Sell
50,684
-14,993
-23% -$394K 0.05% 203
2019
Q3 		$1.55M Sell
65,677
-11,066
-14% -$234K 0.06% 201
2019
Q2 		$1.6M Buy
76,743
+29,448
+62% +$562K 0.05% 205
2019
Q1 		$789K Buy
+47,295
New +$753K 0.02% 445

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
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
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
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IndexIQ Advisors's RILY Position: Q1 2022 in Review

IndexIQ Advisors sold out of BRC Group Holdings (RILY) in Q1 2022, closing a stake of 8,220 shares — an estimated $730K sold.

IndexIQ Advisors first reported a position in RILY in Q1 2019 and held it in 12 quarters. The position peaked at $1.6M in Q2 2019. 197 funds tracked by Wall St. Rank hold RILY as of Q1 2022.

  • IndexIQ Advisors reported no remaining BRC Group Holdings position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 8,220 BRC Group Holdings shares in Q1 2022, an estimated $730K.
  • IndexIQ Advisors first reported a position in BRC Group Holdings in Q1 2019 and held it in 12 quarters.
  • IndexIQ Advisors's BRC Group Holdings position peaked at $1.6M in Q2 2019.
  • 197 funds tracked by Wall St. Rank held BRC Group Holdings as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.