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Avior Wealth Management’s UFP Technologies UFPT Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-16
Closed -$3.91K – 2231
2024
Q4 		$3.91K Buy
16
+10
+167% +$2.91K ﹤0.01% 1944
2024
Q3 		$1.9K Hold
6
– – ﹤0.01% 1981
2024
Q2 		$1.58K Sell
6
-13
-68% -$3.21K ﹤0.01% 1974
2024
Q1 		$4.79K Buy
+19
New +$3.61K ﹤0.01% 2100
2022
Q1 		– Sell
-2
Closed – – 1240
2021
Q4 		$0 Hold
2
– – ﹤0.01% 1224
2021
Q3 		$0 Hold
2
– – ﹤0.01% 1181
2021
Q2 		$0 Buy
+2
New +$109 ﹤0.01% 1135

Other funds holding UFPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Avior Wealth Management sold out of UFP Technologies (UFPT) in Q1 2025, closing a stake of 16 shares — an estimated $3.91K sold.

Avior Wealth Management first reported a position in UFPT in Q2 2021 and held it in 7 quarters. The position peaked at $4.79K in Q1 2024. 283 funds tracked by Wall St. Rank hold UFPT as of Q1 2025.

  • Avior Wealth Management reported no remaining UFP Technologies position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 16 UFP Technologies shares in Q1 2025, an estimated $3.91K.
  • Avior Wealth Management first reported a position in UFP Technologies in Q2 2021 and held it in 7 quarters.
  • Avior Wealth Management's UFP Technologies position peaked at $4.79K in Q1 2024.
  • 283 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2025.

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