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	$253	Buy	12,353 +1,971	+19%	+$52.3K	﹤0.01%	585
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 New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $253. The position accounts for ﹤0.01% of the portfolio, ranked #585.

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 $253 as of Q2 2022.
B. Riley Wealth Management bought 1,971 Uber shares in Q2 2022, an estimated $52.3K.
Uber made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #585 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.