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Avior Wealth Management’s UFP Industries UFPI Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-2
Closed -$225 – 2230
2024
Q4 		$225 Buy
+2
New +$258 ﹤0.01% 2353
2024
Q2 		– Sell
-192
Closed -$23.6K – 3649
2024
Q1 		$23.6K Buy
+192
New +$22.3K ﹤0.01% 1529
2023
Q3 		– Sell
-36
Closed -$3.64K – 1675
2023
Q2 		$3.49K Buy
+36
New +$3K ﹤0.01% 1270

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Avior Wealth Management's UFPI Position: Q1 2025 in Review

Avior Wealth Management sold out of UFP Industries (UFPI) in Q1 2025, closing a stake of 2 shares — an estimated $225 sold.

Avior Wealth Management first reported a position in UFPI in Q2 2023 and held it in 3 quarters. The position peaked at $23.6K in Q1 2024. 436 funds tracked by Wall St. Rank hold UFPI as of Q1 2025.

  • Avior Wealth Management reported no remaining UFP Industries position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2 UFP Industries shares in Q1 2025, an estimated $225.
  • Avior Wealth Management first reported a position in UFP Industries in Q2 2023 and held it in 3 quarters.
  • Avior Wealth Management's UFP Industries position peaked at $23.6K in Q1 2024.
  • 436 funds tracked by Wall St. Rank held UFP Industries as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.