AWA
UDF

Arkadios Wealth Advisors’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

Arkadios Wealth Advisors’s Portfolio UDF Stock Details UDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-41,006
Closed -$28K – 1537
2020
Q3 		$28K Hold
41,006
– – 0.01% 528
2020
Q2 		$73.8K Hold
41,006
– – 0.04% 309
2020
Q1 		$69.7K Buy
+41,006
New +$69.7K 0.04% 291

Other funds holding UDF

KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

Arkadios Wealth Advisors's UDF Position: Q4 2020 in Review

Arkadios Wealth Advisors sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2020, closing a stake of 41,006 shares — an estimated $28K sold.

Arkadios Wealth Advisors first reported a position in UDF in Q1 2020 and held it in 3 quarters. The position peaked at $73.8K in Q2 2020. 3 funds tracked by Wall St. Rank hold UDF as of Q4 2020.

  • Arkadios Wealth Advisors reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2020 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 41,006 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2020, an estimated $28K.
  • Arkadios Wealth Advisors first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q1 2020 and held it in 3 quarters.
  • Arkadios Wealth Advisors's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $73.8K in Q2 2020.
  • 3 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q4 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.