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B. Riley Wealth Management’s Uber UBER Stock Holding History

B. Riley Wealth Management’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$253K Buy
12,353
+1,971
+19% +$52.3K 0.03% 486
2022
Q1 		$370K Sell
10,382
-5,222
-33% -$188K 0.03% 398
2021
Q4 		$654K Buy
15,604
+177
+1% +$7.63K 0.05% 292
2021
Q3 		$691K Buy
15,427
+3,216
+26% +$141K 0.05% 277
2021
Q2 		$612K Sell
12,211
-3,828
-24% -$200K 0.07% 205
2021
Q1 		$874K Sell
16,039
-30,025
-65% -$1.68M 0.1% 169
2020
Q4 		$2.35M Buy
46,064
+2,640
+6% +$118K 0.3% 81
2020
Q3 		$1.58M Buy
43,424
+3,697
+9% +$122K 0.19% 108
2020
Q2 		$1.24M Sell
39,727
-1,721
-4% -$53.6K 0.14% 143
2020
Q1 		$1.16M Buy
41,448
+4,110
+11% +$135K 0.12% 157
2019
Q4 		$1.11M Buy
+37,338
New +$1.11M 0.17% 129

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

B. Riley Wealth Management's UBER Position: Q2 2022 in Review

B. Riley Wealth Management increased its Uber (UBER) stake by 19% in Q2 2022, buying an estimated $52.3K and bringing the position to 12,353 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #486.

B. Riley Wealth Management first reported a position in UBER in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.35M in Q4 2020. 1,047 funds tracked by Wall St. Rank hold UBER as of Q2 2022.

  • B. Riley Wealth Management held 12,353 shares of Uber worth $253K as of Q2 2022.
  • B. Riley Wealth Management bought 1,971 Uber shares in Q2 2022, an estimated $52.3K.
  • Uber made up 0.03% of B. Riley Wealth Management's portfolio in Q2 2022, its #486 holding.
  • B. Riley Wealth Management first reported a position in Uber in Q4 2019 and has held it in 11 quarters since.
  • B. Riley Wealth Management's Uber position peaked at $2.35M in Q4 2020.
  • 1,047 funds tracked by Wall St. Rank held Uber as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.