Regent Peak Wealth Advisors’s UDR UDR Stock Holding History

Regent Peak Wealth Advisors’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
2021 Q1	–	Sell	-83	Closed	-$3K	–	929
2020 Q4	$3K	Buy	+83	New	+$3.03K	﹤0.01%	781

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Regent Peak Wealth Advisors's UDR Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of UDR (UDR) in Q1 2021, closing a stake of 83 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in UDR in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 437 funds tracked by Wall St. Rank hold UDR as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining UDR position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 83 UDR shares in Q1 2021, an estimated $3K.
Regent Peak Wealth Advisors first reported a position in UDR in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's UDR position peaked at $3K in Q4 2020.
437 funds tracked by Wall St. Rank held UDR as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.