TCI Wealth Advisors’s UDR UDR Stock Holding History

TCI 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
2023 Q2	–	Sell	-3	Closed	-$124	–	2109
2023 Q1	$124	Hold	3	–	–	﹤0.01%	2384
2022 Q4	$116	Hold	3	–	–	﹤0.01%	2394
2022 Q3	$0	Hold	3	–	–	﹤0.01%	2595
2022 Q2	$0	Hold	3	–	–	﹤0.01%	2522
2022 Q1	$0	Hold	3	–	–	﹤0.01%	2457
2021 Q4	$0	Hold	3	–	–	﹤0.01%	2527
2021 Q3	$0	Hold	3	–	–	﹤0.01%	2579
2021 Q2	$0	Hold	3	–	–	﹤0.01%	2459
2021 Q1	$0	Hold	3	–	–	﹤0.01%	2234
2020 Q4	$0	Hold	3	–	–	﹤0.01%	1670
2020 Q3	$0	Sell	3 -7	-70%	-$246	﹤0.01%	1666
2020 Q2	$0	Hold	10	–	–	﹤0.01%	1665
2020 Q1	$0	Sell	10 -77	-89%	-$3.48K	﹤0.01%	1773
2019 Q4	$4K	Buy	87 +80	+1,143%	+$3.84K	﹤0.01%	955
2019 Q3	$0	Hold	7	–	–	﹤0.01%	1630
2019 Q2	$0	Hold	7	–	–	﹤0.01%	1554
2019 Q1	$0	Hold	7	–	–	﹤0.01%	1557
2018 Q4	$0	Hold	7	–	–	﹤0.01%	1661
2018 Q3	$0	Hold	7	–	–	﹤0.01%	1583
2018 Q2	$0	Buy	+7	New	+$253	﹤0.01%	1605

Other funds holding UDR

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

TCI Wealth Advisors sold out of UDR (UDR) in Q2 2023, closing a stake of 3 shares — an estimated $124 sold.

TCI Wealth Advisors first reported a position in UDR in Q2 2018 and held it in 20 quarters. The position peaked at $4K in Q4 2019. 441 funds tracked by Wall St. Rank hold UDR as of Q2 2023.

TCI Wealth Advisors reported no remaining UDR position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 3 UDR shares in Q2 2023, an estimated $124.
TCI Wealth Advisors first reported a position in UDR in Q2 2018 and held it in 20 quarters.
TCI Wealth Advisors's UDR position peaked at $4K in Q4 2019.
441 funds tracked by Wall St. Rank held UDR as of Q2 2023.

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