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Dakota Wealth Management’s UFP Industries UFPI Stock Holding History

Dakota Wealth Management’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 		– Sell
-2,408
Closed -$302K – 785
2023
Q4 		$302K Sell
2,408
-36
-1% -$3.89K 0.01% 518
2023
Q3 		$250K Sell
2,444
-8
-0.3% -$808 0.01% 535
2023
Q2 		$238K Buy
+2,452
New +$205K 0.01% 542

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dakota Wealth Management's UFPI Position: Q1 2024 in Review

Dakota Wealth Management sold out of UFP Industries (UFPI) in Q1 2024, closing a stake of 2,408 shares — an estimated $302K sold.

Dakota Wealth Management first reported a position in UFPI in Q2 2023 and held it in 3 quarters. The position peaked at $302K in Q4 2023. 426 funds tracked by Wall St. Rank hold UFPI as of Q1 2024.

  • Dakota Wealth Management reported no remaining UFP Industries position as of Q1 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 2,408 UFP Industries shares in Q1 2024, an estimated $302K.
  • Dakota Wealth Management first reported a position in UFP Industries in Q2 2023 and held it in 3 quarters.
  • Dakota Wealth Management's UFP Industries position peaked at $302K in Q4 2023.
  • 426 funds tracked by Wall St. Rank held UFP Industries as of Q1 2024.

Based on Dakota Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.