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

TCI 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 Q2	–	Sell	-225	Closed	-$3.95K	–	2510
2023 Q1	$3.95K	Hold	225	–	–	﹤0.01%	1694
2022 Q4	$4.26K	Hold	225	–	–	﹤0.01%	1631
2022 Q3	$3K	Hold	225	–	–	﹤0.01%	1888
2022 Q2	$4K	Hold	225	–	–	﹤0.01%	1741
2022 Q1	$4K	Hold	225	–	–	﹤0.01%	1847
2021 Q4	$5K	Hold	225	–	–	﹤0.01%	1761
2021 Q3	$4K	Hold	225	–	–	﹤0.01%	1882
2021 Q2	$4K	Hold	225	–	–	﹤0.01%	1684
2021 Q1	$4K	Hold	225	–	–	﹤0.01%	1469
2020 Q4	$3K	Hold	225	–	–	﹤0.01%	1173
2020 Q3	$2K	Buy	+225	New	+$2.23K	﹤0.01%	1234
2017 Q4	–	Hold	0	–	–	–	973
2017 Q3	–	Hold	0	–	–	–	912
2017 Q2	–	Hold	0	–	–	–	1319
2017 Q1	–	Hold	0	–	–	–	1268
2016 Q4	–	Hold	0	–	–	–	1333
2016 Q3	–	Hold	0	–	–	–	1340
2016 Q2	–	Hold	0	–	–	–	1272
2016 Q1	–	Hold	0	–	–	–	1285

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

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

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

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

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

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

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

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

TCI Wealth Advisors's UBA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Urstadt Biddle Properties Inc. Class A (UBA) in Q2 2023, closing a stake of 225 shares — an estimated $3.95K sold.

TCI Wealth Advisors first reported a position in UBA in Q3 2020 and held it in 11 quarters. The position peaked at $5K in Q4 2021. 161 funds tracked by Wall St. Rank hold UBA as of Q2 2023.

TCI Wealth Advisors reported no remaining Urstadt Biddle Properties Inc. Class A position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 225 Urstadt Biddle Properties Inc. Class A shares in Q2 2023, an estimated $3.95K.
TCI Wealth Advisors first reported a position in Urstadt Biddle Properties Inc. Class A in Q3 2020 and held it in 11 quarters.
TCI Wealth Advisors's Urstadt Biddle Properties Inc. Class A position peaked at $5K in Q4 2021.
161 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.