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Sutton Wealth Advisors’s BRC Group Holdings RILY Stock Holding History

Sutton Wealth 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
-171
Closed -$5.85K – 1401
2022
Q4 		$5.85K Buy
+171
New +$7.17K ﹤0.01% 1073
2022
Q3 		– Sell
-148
Closed -$6.25K – 1707
2022
Q2 		$6.25K Buy
148
+145
+4,833% +$7.61K ﹤0.01% 1028
2022
Q1 		$210 Sell
3
-113
-97% -$7.65K ﹤0.01% 1567
2021
Q4 		$10.3K Buy
+116
New +$8.49K ﹤0.01% 925

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

Sutton Wealth Advisors's RILY Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of BRC Group Holdings (RILY) in Q1 2023, closing a stake of 171 shares — an estimated $5.85K sold.

Sutton Wealth Advisors first reported a position in RILY in Q4 2021 and held it in 4 quarters. The position peaked at $10.3K in Q4 2021. 145 funds tracked by Wall St. Rank hold RILY as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining BRC Group Holdings position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 171 BRC Group Holdings shares in Q1 2023, an estimated $5.85K.
  • Sutton Wealth Advisors first reported a position in BRC Group Holdings in Q4 2021 and held it in 4 quarters.
  • Sutton Wealth Advisors's BRC Group Holdings position peaked at $10.3K in Q4 2021.
  • 145 funds tracked by Wall St. Rank held BRC Group Holdings as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.