CFFP
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Center for Financial Planning’s UFP Industries UFPI Stock Holding History

Center for Financial Planning’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
Q4 		– Sell
-29
Closed -$2K – 663
2022
Q3 		$2K Buy
+29
New +$2.31K ﹤0.01% 562

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Center for Financial Planning's UFPI Position: Q4 2022 in Review

Center for Financial Planning sold out of UFP Industries (UFPI) in Q4 2022, closing a stake of 29 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in UFPI in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 348 funds tracked by Wall St. Rank hold UFPI as of Q4 2022.

  • Center for Financial Planning reported no remaining UFP Industries position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 29 UFP Industries shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in UFP Industries in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's UFP Industries position peaked at $2K in Q3 2022.
  • 348 funds tracked by Wall St. Rank held UFP Industries as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.