CSWG
UFAB

Cardinal Strategic Wealth Guidance’s Unique Fabricating, Inc. UFAB Stock Holding History

Cardinal Strategic Wealth Guidance’s Portfolio UFAB Stock Details UFAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-23,810
Closed -$56K – 53
2020
Q1 		$56K Buy
+23,810
New +$81.3K 0.05% 47

Other funds holding UFAB

PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's UFAB Position: Q2 2020 in Review

Cardinal Strategic Wealth Guidance sold out of Unique Fabricating, Inc. (UFAB) in Q2 2020, closing a stake of 23,810 shares — an estimated $56K sold.

Cardinal Strategic Wealth Guidance first reported a position in UFAB in Q1 2020 and held it in 1 quarter. The position peaked at $56K in Q1 2020. 19 funds tracked by Wall St. Rank hold UFAB as of Q2 2020.

  • Cardinal Strategic Wealth Guidance reported no remaining Unique Fabricating, Inc. position as of Q2 2020 after selling out during the quarter.
  • Cardinal Strategic Wealth Guidance sold 23,810 Unique Fabricating, Inc. shares in Q2 2020, an estimated $56K.
  • Cardinal Strategic Wealth Guidance first reported a position in Unique Fabricating, Inc. in Q1 2020 and held it in 1 quarter.
  • Cardinal Strategic Wealth Guidance's Unique Fabricating, Inc. position peaked at $56K in Q1 2020.
  • 19 funds tracked by Wall St. Rank held Unique Fabricating, Inc. as of Q2 2020.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2020, filed 12 Aug 2020.