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Rise Advisors’s BRC Group Holdings RILY Stock Holding History

Rise 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
2023
Q2 		– Sell
-22
Closed -$622 – 776
2023
Q1 		$622 Buy
22
+1
+5% +$38 ﹤0.01% 715
2022
Q4 		$726 Hold
21
– – ﹤0.01% 683
2022
Q3 		$1K Buy
21
+1
+5% +$50 ﹤0.01% 667
2022
Q2 		$1K Buy
+20
New +$1.05K ﹤0.01% 666

Other funds holding RILY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $187M AUM 179.87% 1-Year Est. Return
State Street
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
RA
Royce & Associates New York $10.1B AUM 42.88% 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
RGC
Redwood Grove Capital Palo Alto, California $310M AUM 35.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rise Advisors's RILY Position: Q2 2023 in Review

Rise Advisors sold out of BRC Group Holdings (RILY) in Q2 2023, closing a stake of 22 shares — an estimated $622 sold.

Rise Advisors first reported a position in RILY in Q2 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 149 funds tracked by Wall St. Rank hold RILY as of Q2 2023.

  • Rise Advisors reported no remaining BRC Group Holdings position as of Q2 2023 after selling out during the quarter.
  • Rise Advisors sold 22 BRC Group Holdings shares in Q2 2023, an estimated $622.
  • Rise Advisors first reported a position in BRC Group Holdings in Q2 2022 and held it in 4 quarters.
  • Rise Advisors's BRC Group Holdings position peaked at $1K in Q3 2022.
  • 149 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2023.

Based on Rise Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.