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XML Financial’s BRC Group Holdings RILY Stock Holding History

XML Financial’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
Q1 		– Sell
-22,500
Closed -$472K – 348
2023
Q4 		$472K Sell
22,500
-1,357
-6% -$39.7K 0.05% 219
2023
Q3 		$978K Sell
23,857
-748
-3% -$36.8K 0.12% 156
2023
Q2 		$1.13M Buy
24,605
+3
+0% +$106 0.13% 147
2023
Q1 		$698K Buy
24,602
+3
+0% +$114 0.09% 183
2022
Q4 		$841K Buy
24,599
+2
+0% +$84 0.11% 164
2022
Q3 		$1.09M Buy
+24,597
New +$1.23M 0.15% 132
2022
Q2 		– Sell
-8,210
Closed -$574K – 314
2022
Q1 		$574K Buy
+8,210
New +$556K 0.07% 192

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $187M AUM 179.87% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return