Delos Wealth Advisors’s UFP Industries UFPI Stock Holding History

Delos Wealth Advisors’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
2022 Q1	–	Sell	-61	Closed	-$6K	–	420
2021 Q4	$6K	Buy	+61	New	+$5.13K	0.01%	286

Other funds holding UFPI

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Delos Wealth Advisors's UFPI Position: Q1 2022 in Review

Delos Wealth Advisors sold out of UFP Industries (UFPI) in Q1 2022, closing a stake of 61 shares — an estimated $6K sold.

Delos Wealth Advisors first reported a position in UFPI in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 336 funds tracked by Wall St. Rank hold UFPI as of Q1 2022.

Delos Wealth Advisors reported no remaining UFP Industries position as of Q1 2022 after selling out during the quarter.
Delos Wealth Advisors sold 61 UFP Industries shares in Q1 2022, an estimated $6K.
Delos Wealth Advisors first reported a position in UFP Industries in Q4 2021 and held it in 1 quarter.
Delos Wealth Advisors's UFP Industries position peaked at $6K in Q4 2021.
336 funds tracked by Wall St. Rank held UFP Industries as of Q1 2022.

Based on Delos Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.