WS
RILY icon

Wedbush Securities’s BRC Group Holdings RILY Stock Holding History

Wedbush Securities’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
Q3 		– Sell
-14,580
Closed -$257K – 1221
2024
Q2 		$257K Sell
14,580
-12,773
-47% -$329K 0.01% 944
2024
Q1 		$579K Sell
27,353
-8,922
-25% -$179K 0.02% 588
2023
Q4 		$761K Buy
+36,275
New +$1.06M 0.03% 411

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DFA
Davies Financial Advisors Murrieta, California $10.9M AUM 21.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Wedbush Securities's RILY Position: Q3 2024 in Review

Wedbush Securities sold out of BRC Group Holdings (RILY) in Q3 2024, closing a stake of 14,580 shares — an estimated $257K sold.

Wedbush Securities first reported a position in RILY in Q4 2023 and held it in 3 quarters. The position peaked at $761K in Q4 2023. 126 funds tracked by Wall St. Rank hold RILY as of Q3 2024.

  • Wedbush Securities reported no remaining BRC Group Holdings position as of Q3 2024 after selling out during the quarter.
  • Wedbush Securities sold 14,580 BRC Group Holdings shares in Q3 2024, an estimated $257K.
  • Wedbush Securities first reported a position in BRC Group Holdings in Q4 2023 and held it in 3 quarters.
  • Wedbush Securities's BRC Group Holdings position peaked at $761K in Q4 2023.
  • 126 funds tracked by Wall St. Rank held BRC Group Holdings as of Q3 2024.

Based on Wedbush Securities's 13F filing for Q3 2024, filed 8 Nov 2024.