Avantax Planning Partners’s UFP Industries UFPI Stock Holding History

Avantax Planning Partners’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
2018 Q2	–	Sell	-21	Closed	-$1K	–	1403
2018 Q1	$1K	Buy	+21	New	+$745	﹤0.01%	1758

Other funds holding UFPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Avantax Planning Partners's UFPI Position: Q2 2018 in Review

Avantax Planning Partners sold out of UFP Industries (UFPI) in Q2 2018, closing a stake of 21 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in UFPI in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 217 funds tracked by Wall St. Rank hold UFPI as of Q2 2018.

Avantax Planning Partners reported no remaining UFP Industries position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 21 UFP Industries shares in Q2 2018, an estimated $1K.
Avantax Planning Partners first reported a position in UFP Industries in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's UFP Industries position peaked at $1K in Q1 2018.
217 funds tracked by Wall St. Rank held UFP Industries as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.