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AE Wealth Management’s UFP Technologies UFPT Stock Holding History

AE 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
2023
Q3 		– Sell
-1,285
Closed -$249K – 2075
2023
Q2 		$249K Buy
+1,285
New +$199K ﹤0.01% 1673

Other funds holding UFPT

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

AE Wealth Management's UFPT Position: Q3 2023 in Review

AE Wealth Management sold out of UFP Technologies (UFPT) in Q3 2023, closing a stake of 1,285 shares — an estimated $249K sold.

AE Wealth Management first reported a position in UFPT in Q2 2023 and held it in 1 quarter. The position peaked at $249K in Q2 2023. 208 funds tracked by Wall St. Rank hold UFPT as of Q3 2023.

  • AE Wealth Management reported no remaining UFP Technologies position as of Q3 2023 after selling out during the quarter.
  • AE Wealth Management sold 1,285 UFP Technologies shares in Q3 2023, an estimated $249K.
  • AE Wealth Management first reported a position in UFP Technologies in Q2 2023 and held it in 1 quarter.
  • AE Wealth Management's UFP Technologies position peaked at $249K in Q2 2023.
  • 208 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.