Toth Financial Advisory’s BRC Group Holdings RILY Stock Holding History

Toth Financial Advisory’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	-42	Closed	-$2K	–	790
2022 Q3	$2K	Buy	42 +1	+2%	+$50	﹤0.01%	649
2022 Q2	$2K	Hold	41	–	–	﹤0.01%	608
2022 Q1	$3K	Sell	41 -6,499	-99%	-$440K	﹤0.01%	598
2021 Q4	$581K	Buy	6,540 +6,500	+16,250%	+$476K	0.08%	165
2021 Q3	$2K	Buy	40 +1	+3%	+$66	﹤0.01%	671
2021 Q2	$3K	Buy	+39	New	+$2.73K	﹤0.01%	563

Other funds holding RILY

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Toth Financial Advisory's RILY Position: Q4 2022 in Review

Toth Financial Advisory sold out of BRC Group Holdings (RILY) in Q4 2022, closing a stake of 42 shares — an estimated $2K sold.

Toth Financial Advisory first reported a position in RILY in Q2 2021 and held it in 6 quarters. The position peaked at $581K in Q4 2021. 170 funds tracked by Wall St. Rank hold RILY as of Q4 2022.

Toth Financial Advisory reported no remaining BRC Group Holdings position as of Q4 2022 after selling out during the quarter.
Toth Financial Advisory sold 42 BRC Group Holdings shares in Q4 2022, an estimated $2K.
Toth Financial Advisory first reported a position in BRC Group Holdings in Q2 2021 and held it in 6 quarters.
Toth Financial Advisory's BRC Group Holdings position peaked at $581K in Q4 2021.
170 funds tracked by Wall St. Rank held BRC Group Holdings as of Q4 2022.

Based on Toth Financial Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.