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

Kingsview 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
2023
Q4 		– Sell
-10,744
Closed -$440K – 1014
2023
Q3 		$440K Buy
+10,744
New +$529K 0.02% 654
2023
Q2 		– Sell
-13,433
Closed -$381K – 968
2023
Q1 		$381K Buy
+13,433
New +$509K 0.02% 647
2022
Q3 		– Sell
-7,230
Closed -$305K – 868
2022
Q2 		$305K Buy
+7,230
New +$379K 0.01% 662
2021
Q3 		– Sell
-24,489
Closed -$1.9M – 996
2021
Q2 		$1.9M Buy
24,489
+5,072
+26% +$355K 0.09% 232
2021
Q1 		$1.1M Buy
+19,417
New +$1.05M 0.06% 308

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 $187M AUM 179.87% 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

Kingsview Wealth Management's RILY Position: Q4 2023 in Review

Kingsview Wealth Management sold out of BRC Group Holdings (RILY) in Q4 2023, closing a stake of 10,744 shares — an estimated $440K sold.

Kingsview Wealth Management first reported a position in RILY in Q1 2021 and held it in 5 quarters. The position peaked at $1.9M in Q2 2021. 143 funds tracked by Wall St. Rank hold RILY as of Q4 2023.

  • Kingsview Wealth Management reported no remaining BRC Group Holdings position as of Q4 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 10,744 BRC Group Holdings shares in Q4 2023, an estimated $440K.
  • Kingsview Wealth Management first reported a position in BRC Group Holdings in Q1 2021 and held it in 5 quarters.
  • Kingsview Wealth Management's BRC Group Holdings position peaked at $1.9M in Q2 2021.
  • 143 funds tracked by Wall St. Rank held BRC Group Holdings as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.