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Capital Performance Advisors’s UFP Technologies UFPT Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-4
Closed -$1.27K – 2532
2024
Q3 		$1.27K Buy
+4
New +$1.27K ﹤0.01% 1787

Other funds holding UFPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Performance Advisors's UFPT Position: Q4 2024 in Review

Capital Performance Advisors sold out of UFP Technologies (UFPT) in Q4 2024, closing a stake of 4 shares — an estimated $1.27K sold.

Capital Performance Advisors first reported a position in UFPT in Q3 2024 and held it in 1 quarter. The position peaked at $1.27K in Q3 2024. 279 funds tracked by Wall St. Rank hold UFPT as of Q4 2024.

  • Capital Performance Advisors reported no remaining UFP Technologies position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 4 UFP Technologies shares in Q4 2024, an estimated $1.27K.
  • Capital Performance Advisors first reported a position in UFP Technologies in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's UFP Technologies position peaked at $1.27K in Q3 2024.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.