AWA
UBA

Arkadios Wealth Advisors’s Urstadt Biddle Properties Inc. Class A UBA Stock Holding History

Arkadios Wealth Advisors’s Portfolio UBA Stock Details UBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-800
Closed -$15K – 1965
2021
Q3 		$15K Buy
+800
New +$15.3K ﹤0.01% 1331

Other funds holding UBA

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Arkadios Wealth Advisors's UBA Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Urstadt Biddle Properties Inc. Class A (UBA) in Q4 2021, closing a stake of 800 shares — an estimated $15K sold.

Arkadios Wealth Advisors first reported a position in UBA in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 165 funds tracked by Wall St. Rank hold UBA as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Urstadt Biddle Properties Inc. Class A position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 800 Urstadt Biddle Properties Inc. Class A shares in Q4 2021, an estimated $15K.
  • Arkadios Wealth Advisors first reported a position in Urstadt Biddle Properties Inc. Class A in Q3 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Urstadt Biddle Properties Inc. Class A position peaked at $15K in Q3 2021.
  • 165 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.