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SeaCrest Wealth Management’s BRC Group Holdings RILY Stock Holding History

SeaCrest Wealth 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
Q3 		– Sell
-1,000
Closed -$42K – 1315
2022
Q2 		$42K Buy
+1,000
New +$52.5K 0.01% 1200

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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

SeaCrest Wealth Management's RILY Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of BRC Group Holdings (RILY) in Q3 2022, closing a stake of 1,000 shares — an estimated $42K sold.

SeaCrest Wealth Management first reported a position in RILY in Q2 2022 and held it in 1 quarter. The position peaked at $42K in Q2 2022. 164 funds tracked by Wall St. Rank hold RILY as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining BRC Group Holdings position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,000 BRC Group Holdings shares in Q3 2022, an estimated $42K.
  • SeaCrest Wealth Management first reported a position in BRC Group Holdings in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's BRC Group Holdings position peaked at $42K in Q2 2022.
  • 164 funds tracked by Wall St. Rank held BRC Group Holdings as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.