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Belpointe Asset Management’s UFP Technologies UFPT Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-100
Closed -$13K – 3213
2023
Q1 		$13K Hold
100
– – ﹤0.01% 2564
2022
Q4 		$11.8K Buy
+100
New +$10.7K ﹤0.01% 2535

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Belpointe Asset Management's UFPT Position: Q2 2023 in Review

Belpointe Asset Management sold out of UFP Technologies (UFPT) in Q2 2023, closing a stake of 100 shares — an estimated $13K sold.

Belpointe Asset Management first reported a position in UFPT in Q4 2022 and held it in 2 quarters. The position peaked at $13K in Q1 2023. 192 funds tracked by Wall St. Rank hold UFPT as of Q2 2023.

  • Belpointe Asset Management reported no remaining UFP Technologies position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 100 UFP Technologies shares in Q2 2023, an estimated $13K.
  • Belpointe Asset Management first reported a position in UFP Technologies in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's UFP Technologies position peaked at $13K in Q1 2023.
  • 192 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.