KWM
RILY icon

Keebeck Wealth Management’s BRC Group Holdings RILY Stock Holding History

Keebeck Wealth Management’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
Q2 		– Sell
-7,200
Closed -$504K – 253
2022
Q1 		$504K Sell
7,200
-2,300
-24% -$156K 0.08% 161
2021
Q4 		$844K Buy
+9,500
New +$695K 0.15% 116

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
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Keebeck Wealth Management's RILY Position: Q2 2022 in Review

Keebeck Wealth Management sold out of BRC Group Holdings (RILY) in Q2 2022, closing a stake of 7,200 shares — an estimated $504K sold.

Keebeck Wealth Management first reported a position in RILY in Q4 2021 and held it in 2 quarters. The position peaked at $844K in Q4 2021. 168 funds tracked by Wall St. Rank hold RILY as of Q2 2022.

  • Keebeck Wealth Management reported no remaining BRC Group Holdings position as of Q2 2022 after selling out during the quarter.
  • Keebeck Wealth Management sold 7,200 BRC Group Holdings shares in Q2 2022, an estimated $504K.
  • Keebeck Wealth Management first reported a position in BRC Group Holdings in Q4 2021 and held it in 2 quarters.
  • Keebeck Wealth Management's BRC Group Holdings position peaked at $844K in Q4 2021.
  • 168 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2022.

Based on Keebeck Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.