Riverpoint Wealth Management Holdings’s UDR UDR Stock Holding History

Riverpoint Wealth Management Holdings’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 Q3	–	Sell	-15,026	Closed	-$736K	–	79
2021 Q2	$736K	Hold	15,026	–	–	0.2%	46
2021 Q1	$659K	Hold	15,026	–	–	0.2%	46
2020 Q4	$577K	Buy	15,026 +169	+1%	+$6.17K	0.18%	49
2020 Q3	$484K	Buy	+14,857	New	+$522K	0.18%	50

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Riverpoint Wealth Management Holdings's UDR Position: Q3 2021 in Review

Riverpoint Wealth Management Holdings sold out of UDR (UDR) in Q3 2021, closing a stake of 15,026 shares — an estimated $736K sold.

Riverpoint Wealth Management Holdings first reported a position in UDR in Q3 2020 and held it in 4 quarters. The position peaked at $736K in Q2 2021. 448 funds tracked by Wall St. Rank hold UDR as of Q3 2021.

Riverpoint Wealth Management Holdings reported no remaining UDR position as of Q3 2021 after selling out during the quarter.
Riverpoint Wealth Management Holdings sold 15,026 UDR shares in Q3 2021, an estimated $736K.
Riverpoint Wealth Management Holdings first reported a position in UDR in Q3 2020 and held it in 4 quarters.
Riverpoint Wealth Management Holdings's UDR position peaked at $736K in Q2 2021.
448 funds tracked by Wall St. Rank held UDR as of Q3 2021.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q3 2021, filed 5 Nov 2021.