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Jaffetilchin Investment Partners’s BRC Group Holdings RILY Stock Holding History

Jaffetilchin Investment Partners’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
-11,411
Closed -$468K – 373
2023
Q3 		$468K Sell
11,411
-9,144
-44% -$450K 0.05% 205
2023
Q2 		$945K Buy
20,555
+4,574
+29% +$161K 0.1% 129
2023
Q1 		$454K Buy
15,981
+9,556
+149% +$362K 0.05% 217
2022
Q4 		$220K Buy
+6,425
New +$269K 0.03% 323
2022
Q2 		– Sell
-8,046
Closed -$379K – 341
2022
Q1 		$379K Buy
+8,046
New +$545K 0.04% 228

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jaffetilchin Investment Partners's RILY Position: Q4 2023 in Review

Jaffetilchin Investment Partners sold out of BRC Group Holdings (RILY) in Q4 2023, closing a stake of 11,411 shares — an estimated $468K sold.

Jaffetilchin Investment Partners first reported a position in RILY in Q1 2022 and held it in 5 quarters. The position peaked at $945K in Q2 2023. 143 funds tracked by Wall St. Rank hold RILY as of Q4 2023.

  • Jaffetilchin Investment Partners reported no remaining BRC Group Holdings position as of Q4 2023 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 11,411 BRC Group Holdings shares in Q4 2023, an estimated $468K.
  • Jaffetilchin Investment Partners first reported a position in BRC Group Holdings in Q1 2022 and held it in 5 quarters.
  • Jaffetilchin Investment Partners's BRC Group Holdings position peaked at $945K in Q2 2023.
  • 143 funds tracked by Wall St. Rank held BRC Group Holdings as of Q4 2023.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2023, filed 13 Feb 2024.