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Cetera Advisor Networks’s UFP Industries UFPI Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$258K Sell
2,097
-2,223
-51% -$258K ﹤0.01% 2402
2023
Q4 		$542K Sell
4,320
-391
-8% -$42.2K ﹤0.01% 1810
2023
Q3 		$482K Buy
4,711
+2,324
+97% +$235K ﹤0.01% 1786
2023
Q2 		$232K Buy
+2,387
New +$199K ﹤0.01% 2251

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cetera Advisor Networks's UFPI Position: Q1 2024 in Review

Cetera Advisor Networks reduced its UFP Industries (UFPI) stake by 51% in Q1 2024, selling an estimated $258K and leaving 2,097 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #2402.

Cetera Advisor Networks first reported a position in UFPI in Q2 2023 and has held it in 4 quarters since. The position peaked at $542K in Q4 2023. 425 funds tracked by Wall St. Rank hold UFPI as of Q1 2024.

  • Cetera Advisor Networks held 2,097 shares of UFP Industries worth $258K as of Q1 2024.
  • Cetera Advisor Networks sold 2,223 UFP Industries shares in Q1 2024, an estimated $258K.
  • UFP Industries made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2402 holding.
  • Cetera Advisor Networks first reported a position in UFP Industries in Q2 2023 and has held it in 4 quarters since.
  • Cetera Advisor Networks's UFP Industries position peaked at $542K in Q4 2023.
  • 425 funds tracked by Wall St. Rank held UFP Industries as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.