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Old Point Trust & Financial Services N A’s Urban Edge Properties UE Stock Holding History

Old Point Trust & Financial Services N A’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
2024
Q2 		– Sell
-250
Closed -$4.32K – 526
2024
Q1 		$4.32K Buy
+250
New +$4.33K ﹤0.01% 359

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RC
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WHG
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Jennison Associates
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIM
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Old Point Trust & Financial Services N A's UE Position: Q2 2024 in Review

Old Point Trust & Financial Services N A sold out of Urban Edge Properties (UE) in Q2 2024, closing a stake of 250 shares — an estimated $4.32K sold.

Old Point Trust & Financial Services N A first reported a position in UE in Q1 2024 and held it in 1 quarter. The position peaked at $4.32K in Q1 2024. 214 funds tracked by Wall St. Rank hold UE as of Q2 2024.

  • Old Point Trust & Financial Services N A reported no remaining Urban Edge Properties position as of Q2 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 250 Urban Edge Properties shares in Q2 2024, an estimated $4.32K.
  • Old Point Trust & Financial Services N A first reported a position in Urban Edge Properties in Q1 2024 and held it in 1 quarter.
  • Old Point Trust & Financial Services N A's Urban Edge Properties position peaked at $4.32K in Q1 2024.
  • 214 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2024, filed 13 Aug 2024.