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Arete Wealth Advisors’s UFP Industries UFPI Stock Holding History

Arete Wealth 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
2024
Q4 		– Sell
-5,478
Closed -$719K – 792
2024
Q3 		$719K Sell
5,478
-6,190
-53% -$748K 0.06% 280
2024
Q2 		$1.31M Sell
11,668
-460
-4% -$53.5K 0.11% 185
2024
Q1 		$1.37M Buy
12,128
+1,377
+13% +$160K 0.13% 171
2023
Q4 		$1.35M Buy
10,751
+1,940
+22% +$209K 0.1% 192
2023
Q3 		$902K Buy
+8,811
New +$890K 0.16% 144
2023
Q2 		– Sell
-7,498
Closed -$596K – 758
2023
Q1 		$596K Buy
+7,498
New +$642K 0.05% 303
2022
Q4 		– Sell
-3,052
Closed -$220K – 708
2022
Q3 		$220K Buy
+3,052
New +$243K 0.02% 498

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

Arete Wealth Advisors's UFPI Position: Q4 2024 in Review

Arete Wealth Advisors sold out of UFP Industries (UFPI) in Q4 2024, closing a stake of 5,478 shares — an estimated $719K sold.

Arete Wealth Advisors first reported a position in UFPI in Q3 2022 and held it in 7 quarters. The position peaked at $1.37M in Q1 2024. 439 funds tracked by Wall St. Rank hold UFPI as of Q4 2024.

  • Arete Wealth Advisors reported no remaining UFP Industries position as of Q4 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,478 UFP Industries shares in Q4 2024, an estimated $719K.
  • Arete Wealth Advisors first reported a position in UFP Industries in Q3 2022 and held it in 7 quarters.
  • Arete Wealth Advisors's UFP Industries position peaked at $1.37M in Q1 2024.
  • 439 funds tracked by Wall St. Rank held UFP Industries as of Q4 2024.

Based on Arete Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.