Sheaff Brock Investment Advisors’s BRC Group Holdings RILY Stock Holding History

Sheaff Brock Investment 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 Q1	–	Sell	-6,830	Closed	-$234K	–	543
2022 Q4	$234K	Buy	6,830 +90	+1%	+$3.77K	0.02%	391
2022 Q3	$300K	Hold	6,740	–	–	0.03%	330
2022 Q2	$285K	Buy	6,740 +230	+4%	+$12.1K	0.02%	355
2022 Q1	$456K	Buy	6,510 +10	+0.2%	+$677	0.03%	294
2021 Q4	$578K	Sell	6,500 -600	-8%	-$43.9K	0.04%	251
2021 Q3	$419K	Buy	7,100 +1,000	+16%	+$65.5K	0.03%	302
2021 Q2	$461K	Buy	6,100 +300	+5%	+$21K	0.03%	280
2021 Q1	$327K	Buy	5,800 +300	+5%	+$16.2K	0.03%	332
2020 Q4	$243K	Buy	+5,500	New	+$177K	0.02%	379

Other funds holding RILY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EPM

Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sheaff Brock Investment Advisors's RILY Position: Q1 2023 in Review

Sheaff Brock Investment Advisors sold out of BRC Group Holdings (RILY) in Q1 2023, closing a stake of 6,830 shares — an estimated $234K sold.

Sheaff Brock Investment Advisors first reported a position in RILY in Q4 2020 and held it in 9 quarters. The position peaked at $578K in Q4 2021. 145 funds tracked by Wall St. Rank hold RILY as of Q1 2023.

Sheaff Brock Investment Advisors reported no remaining BRC Group Holdings position as of Q1 2023 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 6,830 BRC Group Holdings shares in Q1 2023, an estimated $234K.
Sheaff Brock Investment Advisors first reported a position in BRC Group Holdings in Q4 2020 and held it in 9 quarters.
Sheaff Brock Investment Advisors's BRC Group Holdings position peaked at $578K in Q4 2021.
145 funds tracked by Wall St. Rank held BRC Group Holdings as of Q1 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2023, filed 1 May 2023.