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Provence Wealth Management Group’s Urban Edge Properties UE Stock Holding History

Provence Wealth Management Group’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
2023
Q4 		$293 Hold
16
– – ﹤0.01% 451
2023
Q3 		$244 Buy
+16
New +$262 ﹤0.01% 462

Other funds holding UE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Provence Wealth Management Group's UE Position: Q4 2023 in Review

Provence Wealth Management Group held its Urban Edge Properties (UE) position steady in Q4 2023 at 16 shares worth $293. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Provence Wealth Management Group first reported a position in UE in Q3 2023 and has held it in 2 quarters since. 224 funds tracked by Wall St. Rank hold UE as of Q4 2023.

  • Provence Wealth Management Group held 16 shares of Urban Edge Properties worth $293 as of Q4 2023.
  • Provence Wealth Management Group left its Urban Edge Properties share count unchanged in Q4 2023.
  • Urban Edge Properties made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #451 holding.
  • Provence Wealth Management Group first reported a position in Urban Edge Properties in Q3 2023 and has held it in 2 quarters since.
  • 224 funds tracked by Wall St. Rank held Urban Edge Properties as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.