Fortitude Advisory Group’s UDR UDR Stock Holding History

Fortitude Advisory Group’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 Q2	–	Sell	-254	Closed	-$15K	–	1214
2022 Q1	$15K	Hold	254	–	–	0.01%	930
2021 Q4	$15K	Buy	+254	New	+$14.3K	0.01%	931

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fortitude Advisory Group's UDR Position: Q2 2022 in Review

Fortitude Advisory Group sold out of UDR (UDR) in Q2 2022, closing a stake of 254 shares — an estimated $15K sold.

Fortitude Advisory Group first reported a position in UDR in Q4 2021 and held it in 2 quarters. The position peaked at $15K in Q1 2022. 456 funds tracked by Wall St. Rank hold UDR as of Q2 2022.

Fortitude Advisory Group reported no remaining UDR position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 254 UDR shares in Q2 2022, an estimated $15K.
Fortitude Advisory Group first reported a position in UDR in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's UDR position peaked at $15K in Q1 2022.
456 funds tracked by Wall St. Rank held UDR as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.