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Abound Wealth Management’s UFP Technologies UFPT Stock Holding History

Abound Wealth Management’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1
Closed -$317 – 1344
2024
Q3 		$317 Hold
1
– – ﹤0.01% 969
2024
Q2 		$264 Sell
1
-1
-50% -$247 ﹤0.01% 1024
2024
Q1 		$505 Hold
2
– – ﹤0.01% 897
2023
Q4 		$345 Buy
+2
New +$324 ﹤0.01% 1098

Other funds holding UFPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Abound Wealth Management's UFPT Position: Q4 2024 in Review

Abound Wealth Management sold out of UFP Technologies (UFPT) in Q4 2024, closing a stake of 1 share — an estimated $317 sold.

Abound Wealth Management first reported a position in UFPT in Q4 2023 and held it in 4 quarters. The position peaked at $505 in Q1 2024. 279 funds tracked by Wall St. Rank hold UFPT as of Q4 2024.

  • Abound Wealth Management reported no remaining UFP Technologies position as of Q4 2024 after selling out during the quarter.
  • Abound Wealth Management sold 1 UFP Technologies share in Q4 2024, an estimated $317.
  • Abound Wealth Management first reported a position in UFP Technologies in Q4 2023 and held it in 4 quarters.
  • Abound Wealth Management's UFP Technologies position peaked at $505 in Q1 2024.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.