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Altus Wealth Group’s UFP Industries UFPI Stock Holding History

Altus Wealth Group’s Portfolio UFPI Stock Details UFPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,757
Closed -$231K – 151
2024
Q3 		$231K Buy
+1,757
New +$212K 0.1% 126
2024
Q2 		– Sell
-1,860
Closed -$229K – 147
2024
Q1 		$229K Sell
1,860
-235
-11% -$27.3K 0.11% 121
2023
Q4 		$263K Hold
2,095
– – 0.15% 117
2023
Q3 		$215K Buy
+2,095
New +$212K 0.14% 117

Other funds holding UFPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Altus Wealth Group's UFPI Position: Q4 2024 in Review

Altus Wealth Group sold out of UFP Industries (UFPI) in Q4 2024, closing a stake of 1,757 shares — an estimated $231K sold.

Altus Wealth Group first reported a position in UFPI in Q3 2023 and held it in 4 quarters. The position peaked at $263K in Q4 2023. 439 funds tracked by Wall St. Rank hold UFPI as of Q4 2024.

  • Altus Wealth Group reported no remaining UFP Industries position as of Q4 2024 after selling out during the quarter.
  • Altus Wealth Group sold 1,757 UFP Industries shares in Q4 2024, an estimated $231K.
  • Altus Wealth Group first reported a position in UFP Industries in Q3 2023 and held it in 4 quarters.
  • Altus Wealth Group's UFP Industries position peaked at $263K in Q4 2023.
  • 439 funds tracked by Wall St. Rank held UFP Industries as of Q4 2024.

Based on Altus Wealth Group's 13F filing for Q4 2024, filed 10 Feb 2025.