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LRI Investments’s BRC Group Holdings RILY Stock Holding History

LRI Investments’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
2024
Q4 		– Sell
-516
Closed -$2.48K – 1168
2024
Q3 		$2.48K Hold
516
– – ﹤0.01% 1050
2024
Q2 		$9.1K Hold
516
– – ﹤0.01% 770
2024
Q1 		$10.9K Buy
+516
New +$10.4K ﹤0.01% 488

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
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

LRI Investments's RILY Position: Q4 2024 in Review

LRI Investments sold out of BRC Group Holdings (RILY) in Q4 2024, closing a stake of 516 shares — an estimated $2.48K sold.

LRI Investments first reported a position in RILY in Q1 2024 and held it in 3 quarters. The position peaked at $10.9K in Q1 2024. 92 funds tracked by Wall St. Rank hold RILY as of Q4 2024.

  • LRI Investments reported no remaining BRC Group Holdings position as of Q4 2024 after selling out during the quarter.
  • LRI Investments sold 516 BRC Group Holdings shares in Q4 2024, an estimated $2.48K.
  • LRI Investments first reported a position in BRC Group Holdings in Q1 2024 and held it in 3 quarters.
  • LRI Investments's BRC Group Holdings position peaked at $10.9K in Q1 2024.
  • 92 funds tracked by Wall St. Rank held BRC Group Holdings as of Q4 2024.

Based on LRI Investments's 13F filing for Q4 2024, filed 14 Feb 2025.