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Amplius Wealth Advisors’s United Natural Foods UNFI Stock Holding History

Amplius Wealth Advisors’s Portfolio UNFI Stock Details UNFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-155
Closed -$7K – 856
2021
Q4 		$7K Buy
+155
New +$7.49K ﹤0.01% 671

Other funds holding UNFI

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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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Amplius Wealth Advisors's UNFI Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of United Natural Foods (UNFI) in Q1 2022, closing a stake of 155 shares — an estimated $7K sold.

Amplius Wealth Advisors first reported a position in UNFI in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 288 funds tracked by Wall St. Rank hold UNFI as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining United Natural Foods position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 155 United Natural Foods shares in Q1 2022, an estimated $7K.
  • Amplius Wealth Advisors first reported a position in United Natural Foods in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's United Natural Foods position peaked at $7K in Q4 2021.
  • 288 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.