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RILY icon

Inspire Investing’s BRC Group Holdings RILY Stock Holding History

Inspire Investing’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
Q3 		– Sell
-20,004
Closed -$353K – 889
2024
Q2 		$353K Buy
20,004
+2,968
+17% +$76.3K 0.04% 499
2024
Q1 		$361K Sell
17,036
-797
-4% -$16K 0.04% 462
2023
Q4 		$374K Buy
17,833
+10,394
+140% +$304K 0.04% 777
2023
Q3 		$305K Buy
7,439
+617
+9% +$30.4K 0.04% 749
2023
Q2 		$314K Sell
6,822
-2,832
-29% -$99.7K 0.04% 620
2023
Q1 		$274K Buy
9,654
+2,726
+39% +$103K 0.03% 495
2022
Q4 		$237K Buy
6,928
+2,243
+48% +$94K 0.03% 401
2022
Q3 		$209K Buy
+4,685
New +$234K 0.03% 368

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DFA
Davies Financial Advisors Murrieta, California $10.9M AUM 21.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Inspire Investing's RILY Position: Q3 2024 in Review

Inspire Investing sold out of BRC Group Holdings (RILY) in Q3 2024, closing a stake of 20,004 shares — an estimated $353K sold.

Inspire Investing first reported a position in RILY in Q3 2022 and held it in 8 quarters. The position peaked at $374K in Q4 2023. 126 funds tracked by Wall St. Rank hold RILY as of Q3 2024.

  • Inspire Investing reported no remaining BRC Group Holdings position as of Q3 2024 after selling out during the quarter.
  • Inspire Investing sold 20,004 BRC Group Holdings shares in Q3 2024, an estimated $353K.
  • Inspire Investing first reported a position in BRC Group Holdings in Q3 2022 and held it in 8 quarters.
  • Inspire Investing's BRC Group Holdings position peaked at $374K in Q4 2023.
  • 126 funds tracked by Wall St. Rank held BRC Group Holdings as of Q3 2024.

Based on Inspire Investing's 13F filing for Q3 2024, filed 10 Oct 2024.