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

Sugarloaf 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
Q4 		– Sell
-215
Closed -$10K – 846
2022
Q3 		$10K Hold
215
– – ﹤0.01% 525
2022
Q2 		$9K Hold
215
– – ﹤0.01% 539
2022
Q1 		$15K Buy
+215
New +$14.6K ﹤0.01% 450

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EPM
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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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Sugarloaf Wealth Management's RILY Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of BRC Group Holdings (RILY) in Q4 2022, closing a stake of 215 shares — an estimated $10K sold.

Sugarloaf Wealth Management first reported a position in RILY in Q1 2022 and held it in 3 quarters. The position peaked at $15K in Q1 2022. 170 funds tracked by Wall St. Rank hold RILY as of Q4 2022.

  • Sugarloaf Wealth Management reported no remaining BRC Group Holdings position as of Q4 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 215 BRC Group Holdings shares in Q4 2022, an estimated $10K.
  • Sugarloaf Wealth Management first reported a position in BRC Group Holdings in Q1 2022 and held it in 3 quarters.
  • Sugarloaf Wealth Management's BRC Group Holdings position peaked at $15K in Q1 2022.
  • 170 funds tracked by Wall St. Rank held BRC Group Holdings as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.