APA
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American Portfolios Advisors’s UFP Industries UFPI Stock Holding History

American Portfolios Advisors’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
2021
Q4 		– Sell
-75
Closed -$5.1K – 3593
2021
Q3 		$5.1K Hold
75
– – ﹤0.01% 2836
2021
Q2 		$5.58K Sell
75
-29
-28% -$2.29K ﹤0.01% 2766
2021
Q1 		$7.89K Buy
104
+29
+39% +$1.81K ﹤0.01% 2493
2020
Q4 		$4.17K Sell
75
-8
-10% -$439 ﹤0.01% 2483
2020
Q3 		$4.69K Buy
+83
New +$4.68K ﹤0.01% 2315

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

American Portfolios Advisors's UFPI Position: Q4 2021 in Review

American Portfolios Advisors sold out of UFP Industries (UFPI) in Q4 2021, closing a stake of 75 shares — an estimated $5.1K sold.

American Portfolios Advisors first reported a position in UFPI in Q3 2020 and held it in 5 quarters. The position peaked at $7.89K in Q1 2021. 324 funds tracked by Wall St. Rank hold UFPI as of Q4 2021.

  • American Portfolios Advisors reported no remaining UFP Industries position as of Q4 2021 after selling out during the quarter.
  • American Portfolios Advisors sold 75 UFP Industries shares in Q4 2021, an estimated $5.1K.
  • American Portfolios Advisors first reported a position in UFP Industries in Q3 2020 and held it in 5 quarters.
  • American Portfolios Advisors's UFP Industries position peaked at $7.89K in Q1 2021.
  • 324 funds tracked by Wall St. Rank held UFP Industries as of Q4 2021.

Based on American Portfolios Advisors's 13F filing for Q4 2021, filed 21 Mar 2023.