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Meeder Asset Management’s BRC Group Holdings RILY Stock Holding History

Meeder Asset 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
Q4 		– Sell
-19
Closed -$1K – 1735
2022
Q3 		$1K Sell
19
-3
-14% -$150 ﹤0.01% 2007
2022
Q2 		$1K Buy
22
+12
+120% +$630 ﹤0.01% 2066
2022
Q1 		$1K Buy
+10
New +$677 ﹤0.01% 2236
2021
Q4 		– Sell
-8,427
Closed -$497K – 2085
2021
Q3 		$497K Buy
8,427
+2
+0% +$131 0.03% 437
2021
Q2 		$636K Buy
+8,425
New +$590K 0.03% 389
2020
Q2 		– Sell
-1,567
Closed -$29K – 2390
2020
Q1 		$29K Buy
1,567
+935
+148% +$22K ﹤0.01% 1106
2019
Q4 		$16K Buy
+632
New +$16.6K ﹤0.01% 1427
2019
Q2 		– Sell
-353
Closed -$6K – 2125
2019
Q1 		$6K Buy
+353
New +$5.62K ﹤0.01% 1369
2017
Q4 		– Sell
-326
Closed -$6K – 1773
2017
Q3 		$6K Buy
326
+92
+39% +$1.6K ﹤0.01% 1221
2017
Q2 		$4K Buy
+234
New +$3.58K ﹤0.01% 1269

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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Meeder Asset Management's RILY Position: Q4 2022 in Review

Meeder Asset Management sold out of BRC Group Holdings (RILY) in Q4 2022, closing a stake of 19 shares — an estimated $1K sold.

Meeder Asset Management first reported a position in RILY in Q2 2017 and held it in 10 quarters. The position peaked at $636K in Q2 2021. 170 funds tracked by Wall St. Rank hold RILY as of Q4 2022.

  • Meeder Asset Management reported no remaining BRC Group Holdings position as of Q4 2022 after selling out during the quarter.
  • Meeder Asset Management sold 19 BRC Group Holdings shares in Q4 2022, an estimated $1K.
  • Meeder Asset Management first reported a position in BRC Group Holdings in Q2 2017 and held it in 10 quarters.
  • Meeder Asset Management's BRC Group Holdings position peaked at $636K in Q2 2021.
  • 170 funds tracked by Wall St. Rank held BRC Group Holdings as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.