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Advisornet Financial’s Urban Edge Properties UE Stock Holding History

Advisornet Financial’s Portfolio UE Stock Details UE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-60
Closed -$1.04K – 2192
2024
Q1 		$1.04K Buy
+60
New +$1.04K ﹤0.01% 1753

Other funds holding UE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Advisornet Financial's UE Position: Q2 2024 in Review

Advisornet Financial sold out of Urban Edge Properties (UE) in Q2 2024, closing a stake of 60 shares — an estimated $1.04K sold.

Advisornet Financial first reported a position in UE in Q1 2024 and held it in 1 quarter. The position peaked at $1.04K in Q1 2024. 214 funds tracked by Wall St. Rank hold UE as of Q2 2024.

  • Advisornet Financial reported no remaining Urban Edge Properties position as of Q2 2024 after selling out during the quarter.
  • Advisornet Financial sold 60 Urban Edge Properties shares in Q2 2024, an estimated $1.04K.
  • Advisornet Financial first reported a position in Urban Edge Properties in Q1 2024 and held it in 1 quarter.
  • Advisornet Financial's Urban Edge Properties position peaked at $1.04K in Q1 2024.
  • 214 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2024.

Based on Advisornet Financial's 13F filing for Q2 2024, filed 16 Jul 2024.