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Dixon Hughes Goodman Wealth Advisors’s UDR UDR Stock Holding History

Dixon Hughes Goodman 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 		$39K Buy
684
+360
+111% +$20.4K 0.01% 346
2021
Q4 		$19K Buy
+324
New +$18.2K 0.01% 388

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's UDR Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its UDR (UDR) stake by 111% in Q1 2022, buying an estimated $20.4K and bringing the position to 684 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #346.

Dixon Hughes Goodman Wealth Advisors first reported a position in UDR in Q4 2021 and has held it in 2 quarters since. 501 funds tracked by Wall St. Rank hold UDR as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 684 shares of UDR worth $39K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 360 UDR shares in Q1 2022, an estimated $20.4K.
  • UDR made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #346 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in UDR in Q4 2021 and has held it in 2 quarters since.
  • 501 funds tracked by Wall St. Rank held UDR as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.