Certified Advisory Corp’s UFP Technologies UFPT Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-1,000	Closed	-$50K	–	703
2021 Q1	$50K	Buy	+1,000	New	+$48.8K	0.01%	351
2020 Q2	$44K	Hold	1,000	–	–	0.01%	321
2020 Q1	$38K	Hold	1,000	–	–	0.02%	319
2019 Q4	$50K	Hold	1,000	–	–	0.02%	318
2019 Q3	$39K	Hold	1,000	–	–	0.01%	362
2019 Q2	$42K	Hold	1,000	–	–	0.02%	346
2019 Q1	$37K	Hold	1,000	–	–	0.02%	336
2018 Q4	$30K	Hold	1,000	–	–	0.02%	350
2018 Q3	$37K	Hold	1,000	–	–	0.02%	332
2018 Q2	$31K	Hold	1,000	–	–	0.02%	345
2018 Q1	$29K	Hold	1,000	–	–	0.02%	349
2017 Q4	$27K	Buy	+1,000	New	+$28.1K	0.02%	320

Other funds holding UFPT

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AFR

Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CSC

Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

Certified Advisory Corp's UFPT Position: Q2 2021 in Review

Certified Advisory Corp sold out of UFP Technologies (UFPT) in Q2 2021, closing a stake of 1,000 shares — an estimated $50K sold.

Certified Advisory Corp first reported a position in UFPT in Q4 2017 and held it in 12 quarters. The position peaked at $50K in Q1 2021. 93 funds tracked by Wall St. Rank hold UFPT as of Q2 2021.

Certified Advisory Corp reported no remaining UFP Technologies position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 1,000 UFP Technologies shares in Q2 2021, an estimated $50K.
Certified Advisory Corp first reported a position in UFP Technologies in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's UFP Technologies position peaked at $50K in Q1 2021.
93 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.