IA
UBA

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

IFP 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
2023
Q1 		– Sell
-249
Closed -$18K – 4695
2022
Q4 		$18K Buy
+249
New +$4.55K ﹤0.01% 3006
2018
Q4 		– Sell
-137
Closed -$3K – 4127
2018
Q3 		$3K Hold
137
– – ﹤0.01% 3503
2018
Q2 		$3K Hold
137
– – ﹤0.01% 3552
2018
Q1 		$3K Hold
137
– – ﹤0.01% 3467
2017
Q4 		$3K Hold
137
– – ﹤0.01% 3518
2017
Q3 		$3K Hold
137
– – ﹤0.01% 3706
2017
Q2 		$3K Buy
+137
New +$2.7K ﹤0.01% 3688

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

IFP Advisors's UBA Position: Q1 2023 in Review

IFP Advisors sold out of Urstadt Biddle Properties Inc. Class A (UBA) in Q1 2023, closing a stake of 249 shares — an estimated $18K sold.

IFP Advisors first reported a position in UBA in Q2 2017 and held it in 7 quarters. The position peaked at $18K in Q4 2022. 161 funds tracked by Wall St. Rank hold UBA as of Q1 2023.

  • IFP Advisors reported no remaining Urstadt Biddle Properties Inc. Class A position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 249 Urstadt Biddle Properties Inc. Class A shares in Q1 2023, an estimated $18K.
  • IFP Advisors first reported a position in Urstadt Biddle Properties Inc. Class A in Q2 2017 and held it in 7 quarters.
  • IFP Advisors's Urstadt Biddle Properties Inc. Class A position peaked at $18K in Q4 2022.
  • 161 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.