CWS
UFPT icon

Confluence Wealth Services’s UFP Technologies UFPT Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-194
Closed -$13K – 1097
2021
Q4 		$13K Buy
+194
New +$12.9K ﹤0.01% 851

Other funds holding UFPT

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
AFR
Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Confluence Wealth Services's UFPT Position: Q1 2022 in Review

Confluence Wealth Services sold out of UFP Technologies (UFPT) in Q1 2022, closing a stake of 194 shares — an estimated $13K sold.

Confluence Wealth Services first reported a position in UFPT in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 96 funds tracked by Wall St. Rank hold UFPT as of Q1 2022.

  • Confluence Wealth Services reported no remaining UFP Technologies position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 194 UFP Technologies shares in Q1 2022, an estimated $13K.
  • Confluence Wealth Services first reported a position in UFP Technologies in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's UFP Technologies position peaked at $13K in Q4 2021.
  • 96 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.