Integrated Wealth Concepts’s UDR UDR Stock Holding History

Integrated Wealth Concepts’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 Q3	–	Sell	-4,773	Closed	-$220K	–	1022
2022 Q2	$220K	Buy	+4,773	New	+$241K	0.01%	866

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

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Integrated Wealth Concepts's UDR Position: Q3 2022 in Review

Integrated Wealth Concepts sold out of UDR (UDR) in Q3 2022, closing a stake of 4,773 shares — an estimated $220K sold.

Integrated Wealth Concepts first reported a position in UDR in Q2 2022 and held it in 1 quarter. The position peaked at $220K in Q2 2022. 443 funds tracked by Wall St. Rank hold UDR as of Q3 2022.

Integrated Wealth Concepts reported no remaining UDR position as of Q3 2022 after selling out during the quarter.
Integrated Wealth Concepts sold 4,773 UDR shares in Q3 2022, an estimated $220K.
Integrated Wealth Concepts first reported a position in UDR in Q2 2022 and held it in 1 quarter.
Integrated Wealth Concepts's UDR position peaked at $220K in Q2 2022.
443 funds tracked by Wall St. Rank held UDR as of Q3 2022.

Based on Integrated Wealth Concepts's 13F filing for Q3 2022, filed 14 Nov 2022.