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IBEX Wealth Advisors’s Urban Edge Properties UE Stock Holding History

IBEX Wealth Advisors’s Portfolio UE Stock Details UE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-11,133
Closed -$213K – 181
2022
Q1 		$213K Buy
11,133
+417
+4% +$7.72K 0.04% 159
2021
Q4 		$204K Hold
10,716
– – 0.04% 181
2021
Q3 		$196K Buy
+10,716
New +$200K 0.04% 178

Other funds holding UE

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IBEX Wealth Advisors's UE Position: Q2 2022 in Review

IBEX Wealth Advisors sold out of Urban Edge Properties (UE) in Q2 2022, closing a stake of 11,133 shares — an estimated $213K sold.

IBEX Wealth Advisors first reported a position in UE in Q3 2021 and held it in 3 quarters. The position peaked at $213K in Q1 2022. 179 funds tracked by Wall St. Rank hold UE as of Q2 2022.

  • IBEX Wealth Advisors reported no remaining Urban Edge Properties position as of Q2 2022 after selling out during the quarter.
  • IBEX Wealth Advisors sold 11,133 Urban Edge Properties shares in Q2 2022, an estimated $213K.
  • IBEX Wealth Advisors first reported a position in Urban Edge Properties in Q3 2021 and held it in 3 quarters.
  • IBEX Wealth Advisors's Urban Edge Properties position peaked at $213K in Q1 2022.
  • 179 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2022.

Based on IBEX Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.