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BOK Financial Private Wealth’s UFP Industries UFPI Stock Holding History

BOK Financial Private Wealth’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
2024
Q1 		– Sell
-15
Closed -$1.88K – 546
2023
Q4 		$1.88K Buy
+15
New +$1.62K ﹤0.01% 473
2023
Q2 		– Sell
-22
Closed -$1.75K – 457
2023
Q1 		$1.75K Buy
+22
New +$1.88K ﹤0.01% 438

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BOK Financial Private Wealth's UFPI Position: Q1 2024 in Review

BOK Financial Private Wealth sold out of UFP Industries (UFPI) in Q1 2024, closing a stake of 15 shares — an estimated $1.88K sold.

BOK Financial Private Wealth first reported a position in UFPI in Q1 2023 and held it in 2 quarters. The position peaked at $1.88K in Q4 2023. 426 funds tracked by Wall St. Rank hold UFPI as of Q1 2024.

  • BOK Financial Private Wealth reported no remaining UFP Industries position as of Q1 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 15 UFP Industries shares in Q1 2024, an estimated $1.88K.
  • BOK Financial Private Wealth first reported a position in UFP Industries in Q1 2023 and held it in 2 quarters.
  • BOK Financial Private Wealth's UFP Industries position peaked at $1.88K in Q4 2023.
  • 426 funds tracked by Wall St. Rank held UFP Industries as of Q1 2024.

Based on BOK Financial Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.