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Arkadios Wealth Advisors’s UFP Technologies UFPT Stock Holding History

Arkadios Wealth Advisors’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
2021
Q2 		– Sell
-190
Closed -$9K – 2036
2021
Q1 		$9K Hold
190
– – ﹤0.01% 1235
2020
Q4 		$8K Sell
190
-1,695
-90% -$73.9K ﹤0.01% 1027
2020
Q3 		$75.7K Sell
1,885
-56
-3% -$2.42K 0.04% 336
2020
Q2 		$90.1K Buy
1,941
+1,628
+520% +$69.6K 0.05% 272
2020
Q1 		$11.9K Hold
313
– – 0.01% 600
2019
Q4 		$15.7K Buy
+313
New +$13.7K 0.01% 505

Other funds holding UFPT

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WA
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AFR
Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

Arkadios Wealth Advisors's UFPT Position: Q2 2021 in Review

Arkadios Wealth Advisors sold out of UFP Technologies (UFPT) in Q2 2021, closing a stake of 190 shares — an estimated $9K sold.

Arkadios Wealth Advisors first reported a position in UFPT in Q4 2019 and held it in 6 quarters. The position peaked at $90.1K in Q2 2020. 93 funds tracked by Wall St. Rank hold UFPT as of Q2 2021.

  • Arkadios Wealth Advisors reported no remaining UFP Technologies position as of Q2 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 190 UFP Technologies shares in Q2 2021, an estimated $9K.
  • Arkadios Wealth Advisors first reported a position in UFP Technologies in Q4 2019 and held it in 6 quarters.
  • Arkadios Wealth Advisors's UFP Technologies position peaked at $90.1K in Q2 2020.
  • 93 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.