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Romano Brothers & Co’s BRC Group Holdings RILY Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-600
Closed -$20.5K – 820
2022
Q4 		$20.5K Buy
+600
New +$25.1K ﹤0.01% 611

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Romano Brothers & Co's RILY Position: Q1 2023 in Review

Romano Brothers & Co sold out of BRC Group Holdings (RILY) in Q1 2023, closing a stake of 600 shares — an estimated $20.5K sold.

Romano Brothers & Co first reported a position in RILY in Q4 2022 and held it in 1 quarter. The position peaked at $20.5K in Q4 2022. 145 funds tracked by Wall St. Rank hold RILY as of Q1 2023.

  • Romano Brothers & Co reported no remaining BRC Group Holdings position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 600 BRC Group Holdings shares in Q1 2023, an estimated $20.5K.
  • Romano Brothers & Co first reported a position in BRC Group Holdings in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's BRC Group Holdings position peaked at $20.5K in Q4 2022.
  • 145 funds tracked by Wall St. Rank held BRC Group Holdings as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.