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JP Morgan Private Wealth Advisors’s BRC Group Holdings RILY Stock Holding History

JP Morgan Private 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
Q3 		– Sell
-158,670
Closed -$7.3M – 1775
2023
Q2 		$7.3M Hold
158,670
– – 0.04% 279
2023
Q1 		$4.5M Buy
+158,670
New +$6.01M 0.01% 616

Other funds holding RILY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $559M AUM 230.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's RILY Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors sold out of BRC Group Holdings (RILY) in Q3 2023, closing a stake of 158,670 shares — an estimated $7.3M sold.

JP Morgan Private Wealth Advisors first reported a position in RILY in Q1 2023 and held it in 2 quarters. The position peaked at $7.3M in Q2 2023. 158 funds tracked by Wall St. Rank hold RILY as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining BRC Group Holdings position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 158,670 BRC Group Holdings shares in Q3 2023, an estimated $7.3M.
  • JP Morgan Private Wealth Advisors first reported a position in BRC Group Holdings in Q1 2023 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's BRC Group Holdings position peaked at $7.3M in Q2 2023.
  • 158 funds tracked by Wall St. Rank held BRC Group Holdings as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.