Capital Advisory Group Advisory Services’s UFP Industries UFPI Stock Holding History

Capital Advisory Group Advisory Services’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
2022 Q2	–	Sell	-61	Closed	-$5K	–	469
2022 Q1	$5K	Buy	+61	New	+$5.09K	﹤0.01%	440
2021 Q4	–	Sell	-61	Closed	-$4K	–	477
2021 Q3	$4K	Hold	61	–	–	﹤0.01%	477
2021 Q2	$5K	Hold	61	–	–	﹤0.01%	465
2021 Q1	$5K	Hold	61	–	–	﹤0.01%	452
2020 Q4	$3K	Sell	61 -14	-19%	-$768	﹤0.01%	473
2020 Q3	$4K	Sell	75 -15	-17%	-$846	﹤0.01%	407
2020 Q2	$4K	Buy	+90	New	+$3.83K	﹤0.01%	394

Other funds holding UFPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Advisory Group Advisory Services's UFPI Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of UFP Industries (UFPI) in Q2 2022, closing a stake of 61 shares — an estimated $5K sold.

Capital Advisory Group Advisory Services first reported a position in UFPI in Q2 2020 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 318 funds tracked by Wall St. Rank hold UFPI as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining UFP Industries position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 61 UFP Industries shares in Q2 2022, an estimated $5K.
Capital Advisory Group Advisory Services first reported a position in UFP Industries in Q2 2020 and held it in 7 quarters.
Capital Advisory Group Advisory Services's UFP Industries position peaked at $5K in Q1 2022.
318 funds tracked by Wall St. Rank held UFP Industries as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.