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Raymond James Financial Services Advisors’s BRC Group Holdings RILY Stock Holding History

Raymond James Financial Services 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
2022
Q2 		– Sell
-17,310
Closed -$1.21M – 3396
2022
Q1 		$1.21M Sell
17,310
-832
-5% -$56.3K ﹤0.01% 1818
2021
Q4 		$1.61M Buy
18,142
+1,102
+6% +$80.6K ﹤0.01% 1678
2021
Q3 		$1.01M Sell
17,040
-67
-0.4% -$4.39K ﹤0.01% 1953
2021
Q2 		$1.29M Buy
+17,107
New +$1.2M ﹤0.01% 1765

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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial Services Advisors's RILY Position: Q2 2022 in Review

Raymond James Financial Services Advisors sold out of BRC Group Holdings (RILY) in Q2 2022, closing a stake of 17,310 shares — an estimated $1.21M sold.

Raymond James Financial Services Advisors first reported a position in RILY in Q2 2021 and held it in 4 quarters. The position peaked at $1.61M in Q4 2021. 168 funds tracked by Wall St. Rank hold RILY as of Q2 2022.

  • Raymond James Financial Services Advisors reported no remaining BRC Group Holdings position as of Q2 2022 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 17,310 BRC Group Holdings shares in Q2 2022, an estimated $1.21M.
  • Raymond James Financial Services Advisors first reported a position in BRC Group Holdings in Q2 2021 and held it in 4 quarters.
  • Raymond James Financial Services Advisors's BRC Group Holdings position peaked at $1.61M in Q4 2021.
  • 168 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.