Accurate Wealth Management’s UDR UDR Stock Holding History

Accurate Wealth Management’s Portfolio UDR Stock Details UDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-40	Closed	-$1.55K	–	1385
2022 Q4	$1.55K	Buy	+40	New	+$1.58K	﹤0.01%	1264

Other funds holding UDR

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Accurate Wealth Management's UDR Position: Q1 2023 in Review

Accurate Wealth Management sold out of UDR (UDR) in Q1 2023, closing a stake of 40 shares — an estimated $1.55K sold.

Accurate Wealth Management first reported a position in UDR in Q4 2022 and held it in 1 quarter. The position peaked at $1.55K in Q4 2022. 437 funds tracked by Wall St. Rank hold UDR as of Q1 2023.

Accurate Wealth Management reported no remaining UDR position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 40 UDR shares in Q1 2023, an estimated $1.55K.
Accurate Wealth Management first reported a position in UDR in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's UDR position peaked at $1.55K in Q4 2022.
437 funds tracked by Wall St. Rank held UDR as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.