Mutual Advisors’s BRC Group Holdings RILY Stock Holding History

Mutual 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
2024 Q2	–	Sell	-12,462	Closed	-$264K	–	1146
2024 Q1	$264K	Buy	+12,462	New	+$250K	0.01%	919

Other funds holding RILY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mutual Advisors's RILY Position: Q2 2024 in Review

Mutual Advisors sold out of BRC Group Holdings (RILY) in Q2 2024, closing a stake of 12,462 shares — an estimated $264K sold.

Mutual Advisors first reported a position in RILY in Q1 2024 and held it in 1 quarter. The position peaked at $264K in Q1 2024. 133 funds tracked by Wall St. Rank hold RILY as of Q2 2024.

Mutual Advisors reported no remaining BRC Group Holdings position as of Q2 2024 after selling out during the quarter.
Mutual Advisors sold 12,462 BRC Group Holdings shares in Q2 2024, an estimated $264K.
Mutual Advisors first reported a position in BRC Group Holdings in Q1 2024 and held it in 1 quarter.
Mutual Advisors's BRC Group Holdings position peaked at $264K in Q1 2024.
133 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2024.

Based on Mutual Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.