SOA Wealth Advisors’s UDR UDR Stock Holding History

SOA 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
2022 Q2	–	Sell	-10	Closed	–	–	1035
2022 Q1	$0	Hold	10	–	–	﹤0.01%	1012
2021 Q4	$0	Hold	10	–	–	﹤0.01%	991
2021 Q3	$0	Hold	10	–	–	﹤0.01%	997
2021 Q2	$0	Sell	10 -8	-44%	-$376	﹤0.01%	971
2021 Q1	$0	Buy	18 +9	+100%	+$372	﹤0.01%	928
2020 Q4	$0	Buy	+9	New	+$328	﹤0.01%	890

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

Norges Bank Oslo, Norway $935B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SOA Wealth Advisors's UDR Position: Q2 2022 in Review

SOA Wealth Advisors sold out of UDR (UDR) in Q2 2022, closing a stake of 10 shares.

SOA Wealth Advisors first reported a position in UDR in Q4 2020 and held it in 6 quarters. The position peaked at $0 in Q1 2022. 456 funds tracked by Wall St. Rank hold UDR as of Q2 2022.

SOA Wealth Advisors reported no remaining UDR position as of Q2 2022 after selling out during the quarter.
SOA Wealth Advisors sold 10 UDR shares in Q2 2022.
SOA Wealth Advisors first reported a position in UDR in Q4 2020 and held it in 6 quarters.
SOA Wealth Advisors's UDR position peaked at $0 in Q1 2022.
456 funds tracked by Wall St. Rank held UDR as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.