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Avidian Wealth Enterprises’s UFP Industries UFPI Stock Holding History

Avidian Wealth Enterprises’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
2016
Q2 		– Sell
-8,514
Closed -$244K – 88
2016
Q1 		$244K Buy
+8,514
New +$203K 0.13% 59

Other funds holding UFPI

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Avidian Wealth Enterprises's UFPI Position: Q2 2016 in Review

Avidian Wealth Enterprises sold out of UFP Industries (UFPI) in Q2 2016, closing a stake of 8,514 shares — an estimated $244K sold.

Avidian Wealth Enterprises first reported a position in UFPI in Q1 2016 and held it in 1 quarter. The position peaked at $244K in Q1 2016. 214 funds tracked by Wall St. Rank hold UFPI as of Q2 2016.

  • Avidian Wealth Enterprises reported no remaining UFP Industries position as of Q2 2016 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 8,514 UFP Industries shares in Q2 2016, an estimated $244K.
  • Avidian Wealth Enterprises first reported a position in UFP Industries in Q1 2016 and held it in 1 quarter.
  • Avidian Wealth Enterprises's UFP Industries position peaked at $244K in Q1 2016.
  • 214 funds tracked by Wall St. Rank held UFP Industries as of Q2 2016.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2016, filed 15 Aug 2016.