EWA
UBA

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

EverSource 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
2022
Q2 		– Sell
-215
Closed -$4K – 1963
2022
Q1 		$4K Hold
215
– – ﹤0.01% 1384
2021
Q4 		$5K Buy
+215
New +$4.32K ﹤0.01% 1299

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EverSource Wealth Advisors's UBA Position: Q2 2022 in Review

EverSource Wealth Advisors sold out of Urstadt Biddle Properties Inc. Class A (UBA) in Q2 2022, closing a stake of 215 shares — an estimated $4K sold.

EverSource Wealth Advisors first reported a position in UBA in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q4 2021. 159 funds tracked by Wall St. Rank hold UBA as of Q2 2022.

  • EverSource Wealth Advisors reported no remaining Urstadt Biddle Properties Inc. Class A position as of Q2 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 215 Urstadt Biddle Properties Inc. Class A shares in Q2 2022, an estimated $4K.
  • EverSource Wealth Advisors first reported a position in Urstadt Biddle Properties Inc. Class A in Q4 2021 and held it in 2 quarters.
  • EverSource Wealth Advisors's Urstadt Biddle Properties Inc. Class A position peaked at $5K in Q4 2021.
  • 159 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q2 2022.

Based on EverSource Wealth Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.