Financial Gravity Asset Management’s Urstadt Biddle Properties Inc. Class A UBA Stock Holding History

Financial Gravity Asset Management’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
2023 Q3	–	Sell	-21	Closed	-$189	–	1852
2023 Q2	$189	Buy	+21	New	+$392	﹤0.01%	1190
2023 Q1	–	Sell	-19	Closed	-$5.54K	–	1774
2022 Q4	$5.54K	Buy	+19	New	+$347	0.03%	372

Other funds holding UBA

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Financial Gravity Asset Management's UBA Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of Urstadt Biddle Properties Inc. Class A (UBA) in Q3 2023, closing a stake of 21 shares — an estimated $189 sold.

Financial Gravity Asset Management first reported a position in UBA in Q4 2022 and held it in 2 quarters. The position peaked at $5.54K in Q4 2022. 1 fund tracked by Wall St. Rank holds UBA as of Q3 2023.

Financial Gravity Asset Management reported no remaining Urstadt Biddle Properties Inc. Class A position as of Q3 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 21 Urstadt Biddle Properties Inc. Class A shares in Q3 2023, an estimated $189.
Financial Gravity Asset Management first reported a position in Urstadt Biddle Properties Inc. Class A in Q4 2022 and held it in 2 quarters.
Financial Gravity Asset Management's Urstadt Biddle Properties Inc. Class A position peaked at $5.54K in Q4 2022.
1 fund tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.