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Old West Investment Management’s BRC Group Holdings RILY Stock Holding History

Old West Investment 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
-11,038
Closed -$452K – 41
2023
Q3 		$452K Buy
+11,038
New +$543K 0.23% 34

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Vanguard Group
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Old West Investment Management's RILY Position: Q4 2023 in Review

Old West Investment Management sold out of BRC Group Holdings (RILY) in Q4 2023, closing a stake of 11,038 shares — an estimated $452K sold.

Old West Investment Management first reported a position in RILY in Q3 2023 and held it in 1 quarter. The position peaked at $452K in Q3 2023. 143 funds tracked by Wall St. Rank hold RILY as of Q4 2023.

  • Old West Investment Management reported no remaining BRC Group Holdings position as of Q4 2023 after selling out during the quarter.
  • Old West Investment Management sold 11,038 BRC Group Holdings shares in Q4 2023, an estimated $452K.
  • Old West Investment Management first reported a position in BRC Group Holdings in Q3 2023 and held it in 1 quarter.
  • Old West Investment Management's BRC Group Holdings position peaked at $452K in Q3 2023.
  • 143 funds tracked by Wall St. Rank held BRC Group Holdings as of Q4 2023.

Based on Old West Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.