CM Wealth Advisors’s UFP Technologies UFPT Stock Holding History

CM Wealth 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
2023 Q2	–	Sell	-3,540	Closed	-$483K	–	414
2023 Q1	$483K	Buy	+3,540	New	+$411K	0.09%	262

Other funds holding UFPT

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

CM Wealth Advisors's UFPT Position: Q2 2023 in Review

CM Wealth Advisors sold out of UFP Technologies (UFPT) in Q2 2023, closing a stake of 3,540 shares — an estimated $483K sold.

CM Wealth Advisors first reported a position in UFPT in Q1 2023 and held it in 1 quarter. The position peaked at $483K in Q1 2023. 192 funds tracked by Wall St. Rank hold UFPT as of Q2 2023.

CM Wealth Advisors reported no remaining UFP Technologies position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 3,540 UFP Technologies shares in Q2 2023, an estimated $483K.
CM Wealth Advisors first reported a position in UFP Technologies in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's UFP Technologies position peaked at $483K in Q1 2023.
192 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.