Arkadios Wealth Advisors’s UDR UDR Stock Holding History

Arkadios 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
2021 Q4	–	Sell	-159	Closed	-$8K	–	1704
2021 Q3	$8K	Hold	159	–	–	﹤0.01%	1506
2021 Q2	$7K	Buy	159 +126	+382%	+$5.93K	﹤0.01%	1640
2021 Q1	$1K	Buy	+33	New	+$1.36K	﹤0.01%	1614

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of UDR (UDR) in Q4 2021, closing a stake of 159 shares — an estimated $8K sold.

Arkadios Wealth Advisors first reported a position in UDR in Q1 2021 and held it in 3 quarters. The position peaked at $8K in Q3 2021. 468 funds tracked by Wall St. Rank hold UDR as of Q4 2021.

Arkadios Wealth Advisors reported no remaining UDR position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 159 UDR shares in Q4 2021, an estimated $8K.
Arkadios Wealth Advisors first reported a position in UDR in Q1 2021 and held it in 3 quarters.
Arkadios Wealth Advisors's UDR position peaked at $8K in Q3 2021.
468 funds tracked by Wall St. Rank held UDR as of Q4 2021.

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