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Mutual of America Capital Management’s BRC Group Holdings RILY Stock Holding History

Mutual of America Capital 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
-3,152
Closed -$140K – 1558
2022
Q3 		$140K Buy
3,152
+432
+16% +$21.6K ﹤0.01% 1455
2022
Q2 		$115K Buy
2,720
+401
+17% +$21K ﹤0.01% 1474
2022
Q1 		$162K Buy
2,319
+134
+6% +$9.07K ﹤0.01% 1415
2021
Q4 		$194K Buy
2,185
+51
+2% +$3.73K ﹤0.01% 1356
2021
Q3 		$126K Sell
2,134
-379
-15% -$24.8K ﹤0.01% 1473
2021
Q2 		$190K Buy
+2,513
New +$176K ﹤0.01% 1402

Other funds holding RILY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 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 $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 1-Year Est. Return

Mutual of America Capital Management's RILY Position: Q4 2022 in Review

Mutual of America Capital Management sold out of BRC Group Holdings (RILY) in Q4 2022, closing a stake of 3,152 shares — an estimated $140K sold.

Mutual of America Capital Management first reported a position in RILY in Q2 2021 and held it in 6 quarters. The position peaked at $194K in Q4 2021. 170 funds tracked by Wall St. Rank hold RILY as of Q4 2022.

  • Mutual of America Capital Management reported no remaining BRC Group Holdings position as of Q4 2022 after selling out during the quarter.
  • Mutual of America Capital Management sold 3,152 BRC Group Holdings shares in Q4 2022, an estimated $140K.
  • Mutual of America Capital Management first reported a position in BRC Group Holdings in Q2 2021 and held it in 6 quarters.
  • Mutual of America Capital Management's BRC Group Holdings position peaked at $194K in Q4 2021.
  • 170 funds tracked by Wall St. Rank held BRC Group Holdings as of Q4 2022.

Based on Mutual of America Capital Management's 13F filing for Q4 2022, filed 10 Feb 2023.