WealthShield Partners’s UDR UDR Stock Holding History

WealthShield Partners’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
2021 Q2	–	Sell	-205	Closed	-$9K	–	1139
2021 Q1	$9K	Buy	+205	New	+$8.48K	﹤0.01%	840

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

CIM

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

WealthShield Partners's UDR Position: Q2 2021 in Review

WealthShield Partners sold out of UDR (UDR) in Q2 2021, closing a stake of 205 shares — an estimated $9K sold.

WealthShield Partners first reported a position in UDR in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 432 funds tracked by Wall St. Rank hold UDR as of Q2 2021.

WealthShield Partners reported no remaining UDR position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 205 UDR shares in Q2 2021, an estimated $9K.
WealthShield Partners first reported a position in UDR in Q1 2021 and held it in 1 quarter.
WealthShield Partners's UDR position peaked at $9K in Q1 2021.
432 funds tracked by Wall St. Rank held UDR as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.