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

Capital Investment 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
2019
Q4 		– Sell
-735
Closed -$29K – 1219
2019
Q3 		$29K Buy
+735
New +$28.6K 0.01% 705

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Investment Advisory Services's UFPI Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of UFP Industries (UFPI) in Q4 2019, closing a stake of 735 shares — an estimated $29K sold.

Capital Investment Advisory Services first reported a position in UFPI in Q3 2019 and held it in 1 quarter. The position peaked at $29K in Q3 2019. 271 funds tracked by Wall St. Rank hold UFPI as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining UFP Industries position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 735 UFP Industries shares in Q4 2019, an estimated $29K.
  • Capital Investment Advisory Services first reported a position in UFP Industries in Q3 2019 and held it in 1 quarter.
  • Capital Investment Advisory Services's UFP Industries position peaked at $29K in Q3 2019.
  • 271 funds tracked by Wall St. Rank held UFP Industries as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.