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B. Riley Wealth Management’s UBS Group UBS Stock Holding History

B. Riley Wealth Management’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-24,647
Closed -$440K – 706
2021
Q4 		$440K Buy
+24,647
New +$434K 0.03% 384

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Norges Bank
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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

B. Riley Wealth Management's UBS Position: Q1 2022 in Review

B. Riley Wealth Management sold out of UBS Group (UBS) in Q1 2022, closing a stake of 24,647 shares — an estimated $440K sold.

B. Riley Wealth Management first reported a position in UBS in Q4 2021 and held it in 1 quarter. The position peaked at $440K in Q4 2021. 376 funds tracked by Wall St. Rank hold UBS as of Q1 2022.

  • B. Riley Wealth Management reported no remaining UBS Group position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 24,647 UBS Group shares in Q1 2022, an estimated $440K.
  • B. Riley Wealth Management first reported a position in UBS Group in Q4 2021 and held it in 1 quarter.
  • B. Riley Wealth Management's UBS Group position peaked at $440K in Q4 2021.
  • 376 funds tracked by Wall St. Rank held UBS Group as of Q1 2022.

Based on B. Riley Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.