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Baldwin Wealth Partners’s UFP Technologies UFPT Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-1,138
Closed -$360K – 965
2024
Q3 		$360K Buy
+1,138
New +$363K 0.02% 244

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
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T. Rowe Price Associates
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Invesco
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Baldwin Wealth Partners's UFPT Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of UFP Technologies (UFPT) in Q4 2024, closing a stake of 1,138 shares — an estimated $360K sold.

Baldwin Wealth Partners first reported a position in UFPT in Q3 2024 and held it in 1 quarter. The position peaked at $360K in Q3 2024. 279 funds tracked by Wall St. Rank hold UFPT as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining UFP Technologies position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,138 UFP Technologies shares in Q4 2024, an estimated $360K.
  • Baldwin Wealth Partners first reported a position in UFP Technologies in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's UFP Technologies position peaked at $360K in Q3 2024.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.