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B. Riley Wealth Management’s Ulta Beauty ULTA Stock Holding History

B. Riley Wealth Management’s Portfolio ULTA Stock Details ULTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$229K Buy
+595
New +$236K 0.02% 519

Other funds holding ULTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

B. Riley Wealth Management opened a new position in Ulta Beauty (ULTA) in Q2 2022: 595 shares worth $229K. The stake represents 0.02% of the portfolio and ranks #519 among its holdings.

908 funds tracked by Wall St. Rank hold ULTA as of Q2 2022.

  • B. Riley Wealth Management held 595 shares of Ulta Beauty worth $229K as of Q2 2022.
  • Ulta Beauty was a new B. Riley Wealth Management position in Q2 2022.
  • Ulta Beauty made up 0.02% of B. Riley Wealth Management's portfolio in Q2 2022, its #519 holding.
  • 908 funds tracked by Wall St. Rank held Ulta Beauty as of Q2 2022.

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