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

TCI 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
Q2 		– Sell
-35
Closed -$984 – 1790
2023
Q1 		$984 Buy
35
+2
+6% +$76 ﹤0.01% 2110
2022
Q4 		$1.14K Sell
33
-125
-79% -$5.24K ﹤0.01% 2094
2022
Q3 		$7K Buy
158
+56
+55% +$2.8K ﹤0.01% 1285
2022
Q2 		$4K Buy
102
+28
+38% +$1.47K ﹤0.01% 1684
2022
Q1 		$5K Sell
74
-21
-22% -$1.42K ﹤0.01% 1590
2021
Q4 		$8K Buy
95
+46
+94% +$3.37K ﹤0.01% 1357
2021
Q3 		$3K Buy
49
+11
+29% +$721 ﹤0.01% 1997
2021
Q2 		$3K Buy
38
+5
+15% +$350 ﹤0.01% 1836
2021
Q1 		$2K Buy
+33
New +$1.78K ﹤0.01% 1869

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
EPM
Equitec Proprietary Markets Chicago, Illinois $187M AUM 179.87% 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
RGC
Redwood Grove Capital Palo Alto, California $310M AUM 35.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCI Wealth Advisors's RILY Position: Q2 2023 in Review

TCI Wealth Advisors sold out of BRC Group Holdings (RILY) in Q2 2023, closing a stake of 35 shares — an estimated $984 sold.

TCI Wealth Advisors first reported a position in RILY in Q1 2021 and held it in 9 quarters. The position peaked at $8K in Q4 2021. 149 funds tracked by Wall St. Rank hold RILY as of Q2 2023.

  • TCI Wealth Advisors reported no remaining BRC Group Holdings position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 35 BRC Group Holdings shares in Q2 2023, an estimated $984.
  • TCI Wealth Advisors first reported a position in BRC Group Holdings in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's BRC Group Holdings position peaked at $8K in Q4 2021.
  • 149 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.