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JFS Wealth Advisors’s BRC Group Holdings RILY Stock Holding History

JFS Wealth 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
2023
Q1 		– Sell
-2
Closed -$68 – 1985
2022
Q4 		$68 Sell
2
-3
-60% -$126 ﹤0.01% 1904
2022
Q3 		$0 Buy
+5
New +$250 ﹤0.01% 1896
2022
Q2 		– Sell
-5
Closed – – 1904
2022
Q1 		$0 Buy
5
+4
+400% +$271 ﹤0.01% 1942
2021
Q4 		$0 Buy
+1
New +$73 ﹤0.01% 1854
2020
Q3 		– Sell
-20
Closed – – 594
2020
Q2 		$0 Sell
20
-42
-68% -$805 ﹤0.01% 568
2020
Q1 		$1K Buy
+62
New +$1.46K ﹤0.01% 485

Other funds holding RILY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $187M AUM 179.87% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JFS Wealth Advisors's RILY Position: Q1 2023 in Review

JFS Wealth Advisors sold out of BRC Group Holdings (RILY) in Q1 2023, closing a stake of 2 shares — an estimated $68 sold.

JFS Wealth Advisors first reported a position in RILY in Q1 2020 and held it in 6 quarters. The position peaked at $1K in Q1 2020. 145 funds tracked by Wall St. Rank hold RILY as of Q1 2023.

  • JFS Wealth Advisors reported no remaining BRC Group Holdings position as of Q1 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 2 BRC Group Holdings shares in Q1 2023, an estimated $68.
  • JFS Wealth Advisors first reported a position in BRC Group Holdings in Q1 2020 and held it in 6 quarters.
  • JFS Wealth Advisors's BRC Group Holdings position peaked at $1K in Q1 2020.
  • 145 funds tracked by Wall St. Rank held BRC Group Holdings as of Q1 2023.

Based on JFS Wealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.