Amplius Wealth Advisors’s UDR UDR Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-85	Closed	-$5K	–	850
2021 Q4	$5K	Buy	+85	New	+$4.78K	﹤0.01%	719

Other funds holding UDR

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

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

Amplius Wealth Advisors's UDR Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of UDR (UDR) in Q1 2022, closing a stake of 85 shares — an estimated $5K sold.

Amplius Wealth Advisors first reported a position in UDR in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 501 funds tracked by Wall St. Rank hold UDR as of Q1 2022.

Amplius Wealth Advisors reported no remaining UDR position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 85 UDR shares in Q1 2022, an estimated $5K.
Amplius Wealth Advisors first reported a position in UDR in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's UDR position peaked at $5K in Q4 2021.
501 funds tracked by Wall St. Rank held UDR as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.