Sutton Wealth Advisors’s Urstadt Biddle Properties Inc. Class A UBA Stock Holding History

Sutton Wealth Advisors’s Portfolio UBA Stock Details UBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,314	Closed	-$43.9K	–	1670
2022 Q4	$43.9K	Hold	2,314	–	–	0.02%	430
2022 Q3	$35.9K	Hold	2,314	–	–	0.01%	466
2022 Q2	$37.5K	Sell	2,314 -3	-0.1%	-$52	0.01%	458
2022 Q1	$43.6K	Buy	2,317 +9	+0.4%	+$176	0.02%	444
2021 Q4	$49.2K	Hold	2,308	–	–	0.02%	422
2021 Q3	$43.7K	Hold	2,308	–	–	0.02%	433
2021 Q2	$44.7K	Hold	2,308	–	–	0.02%	438
2021 Q1	$38.4K	Hold	2,308	–	–	0.02%	465
2020 Q4	$32.6K	Buy	2,308 +1,159	+101%	+$13.8K	0.01%	476
2020 Q3	$10.6K	Buy	+1,149	New	+$11.4K	0.01%	725
2020 Q2	–	Sell	-267	Closed	-$3.77K	–	1314
2020 Q1	$3.77K	Sell	267 -799	-75%	-$16.5K	﹤0.01%	917
2019 Q4	$26.5K	Hold	1,066	–	–	0.01%	497
2019 Q3	$25.3K	Hold	1,066	–	–	0.01%	498
2019 Q2	$22.4K	Hold	1,066	–	–	0.01%	535
2019 Q1	$22K	Hold	1,066	–	–	0.01%	542
2018 Q4	$20.5K	Hold	1,066	–	–	0.01%	515
2018 Q3	$22.7K	Hold	1,066	–	–	0.01%	542
2018 Q2	$24.1K	Hold	1,066	–	–	0.02%	527
2018 Q1	$20.6K	Hold	1,066	–	–	0.01%	558
2017 Q4	$23.2K	Hold	1,066	–	–	0.02%	504
2017 Q3	$23.1K	Hold	1,066	–	–	0.02%	497
2017 Q2	$21.1K	Hold	1,066	–	–	0.02%	506
2017 Q1	$21.9K	Hold	1,066	–	–	0.02%	488
2016 Q4	$25.7K	Hold	1,066	–	–	0.02%	416
2016 Q3	$23.7K	Hold	1,066	–	–	0.02%	417
2016 Q2	$26.4K	Hold	1,066	–	–	0.02%	373
2016 Q1	$22.3K	Buy	+1,066	New	+$21.2K	0.02%	410

Other funds holding UBA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

PHAM

Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sutton Wealth Advisors's UBA Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Urstadt Biddle Properties Inc. Class A (UBA) in Q1 2023, closing a stake of 2,314 shares — an estimated $43.9K sold.

Sutton Wealth Advisors first reported a position in UBA in Q1 2016 and held it in 27 quarters. The position peaked at $49.2K in Q4 2021. 161 funds tracked by Wall St. Rank hold UBA as of Q1 2023.

Sutton Wealth Advisors reported no remaining Urstadt Biddle Properties Inc. Class A position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 2,314 Urstadt Biddle Properties Inc. Class A shares in Q1 2023, an estimated $43.9K.
Sutton Wealth Advisors first reported a position in Urstadt Biddle Properties Inc. Class A in Q1 2016 and held it in 27 quarters.
Sutton Wealth Advisors's Urstadt Biddle Properties Inc. Class A position peaked at $49.2K in Q4 2021.
161 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.