TCI Wealth Advisors’s Urban Edge Properties UE Stock Holding History

TCI Wealth Advisors’s Portfolio UE Stock Details UE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-426	Closed	-$6.42K	–	2110
2023 Q1	$6.42K	Hold	426	–	–	﹤0.01%	1360
2022 Q4	$6K	Hold	426	–	–	﹤0.01%	1401
2022 Q3	$6K	Hold	426	–	–	﹤0.01%	1385
2022 Q2	$6K	Hold	426	–	–	﹤0.01%	1412
2022 Q1	$8K	Hold	426	–	–	﹤0.01%	1275
2021 Q4	$8K	Hold	426	–	–	﹤0.01%	1376
2021 Q3	$8K	Hold	426	–	–	﹤0.01%	1302
2021 Q2	$8K	Hold	426	–	–	﹤0.01%	1143
2021 Q1	$7K	Buy	+426	New	+$6.71K	﹤0.01%	1087
2015 Q2	–	Sell	-90	Closed	-$2K	–	1005
2015 Q1	$2K	Buy	+90	New	+$2.15K	﹤0.01%	757

Other funds holding UE

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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

HRES

Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Urban Edge Properties (UE) in Q2 2023, closing a stake of 426 shares — an estimated $6.42K sold.

TCI Wealth Advisors first reported a position in UE in Q1 2015 and held it in 10 quarters. The position peaked at $8K in Q1 2022. 183 funds tracked by Wall St. Rank hold UE as of Q2 2023.

TCI Wealth Advisors reported no remaining Urban Edge Properties position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 426 Urban Edge Properties shares in Q2 2023, an estimated $6.42K.
TCI Wealth Advisors first reported a position in Urban Edge Properties in Q1 2015 and held it in 10 quarters.
TCI Wealth Advisors's Urban Edge Properties position peaked at $8K in Q1 2022.
183 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2023.

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