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Smartleaf Asset Management’s BRC Group Holdings RILY Stock Holding History

Smartleaf Asset 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
2024
Q4 		– Sell
-47
Closed -$249 – 3002
2024
Q3 		$249 Sell
47
-23
-33% -$255 ﹤0.01% 2857
2024
Q2 		$1.21K Buy
+70
New +$1.8K ﹤0.01% 2369

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
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Smartleaf Asset Management's RILY Position: Q4 2024 in Review

Smartleaf Asset Management sold out of BRC Group Holdings (RILY) in Q4 2024, closing a stake of 47 shares — an estimated $249 sold.

Smartleaf Asset Management first reported a position in RILY in Q2 2024 and held it in 2 quarters. The position peaked at $1.21K in Q2 2024. 92 funds tracked by Wall St. Rank hold RILY as of Q4 2024.

  • Smartleaf Asset Management reported no remaining BRC Group Holdings position as of Q4 2024 after selling out during the quarter.
  • Smartleaf Asset Management sold 47 BRC Group Holdings shares in Q4 2024, an estimated $249.
  • Smartleaf Asset Management first reported a position in BRC Group Holdings in Q2 2024 and held it in 2 quarters.
  • Smartleaf Asset Management's BRC Group Holdings position peaked at $1.21K in Q2 2024.
  • 92 funds tracked by Wall St. Rank held BRC Group Holdings as of Q4 2024.

Based on Smartleaf Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.