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

Capital Asset 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
2021
Q1 		– Sell
-460
Closed -$26K – 1457
2020
Q4 		$26K Buy
+460
New +$25.2K ﹤0.01% 791

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Capital Asset Advisory Services's UFPI Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of UFP Industries (UFPI) in Q1 2021, closing a stake of 460 shares — an estimated $26K sold.

Capital Asset Advisory Services first reported a position in UFPI in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 276 funds tracked by Wall St. Rank hold UFPI as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining UFP Industries position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 460 UFP Industries shares in Q1 2021, an estimated $26K.
  • Capital Asset Advisory Services first reported a position in UFP Industries in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's UFP Industries position peaked at $26K in Q4 2020.
  • 276 funds tracked by Wall St. Rank held UFP Industries as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.