Edge Wealth Management’s UFP Industries UFPI Stock Holding History

Edge 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
2022 Q1	–	Sell	-40	Closed	-$4K	–	431
2021 Q4	$4K	Hold	40	–	–	﹤0.01%	364
2021 Q3	$3K	Buy	40 +1	+3%	+$73	﹤0.01%	409
2021 Q2	$3K	Sell	39 -1	-3%	-$79	﹤0.01%	379
2021 Q1	$3K	Hold	40	–	–	﹤0.01%	371
2020 Q4	$2K	Hold	40	–	–	﹤0.01%	332
2020 Q3	$2K	Buy	40 +1	+3%	+$56	﹤0.01%	398
2020 Q2	$2K	Hold	39	–	–	﹤0.01%	618
2020 Q1	$1K	Hold	39	–	–	﹤0.01%	605
2019 Q4	$2K	Hold	39	–	–	﹤0.01%	543
2019 Q3	$1K	Hold	39	–	–	﹤0.01%	574
2019 Q2	$1K	Hold	39	–	–	﹤0.01%	576
2019 Q1	$1K	Hold	39	–	–	﹤0.01%	542
2018 Q4	$1K	Hold	39	–	–	﹤0.01%	546
2018 Q3	$1K	Hold	39	–	–	﹤0.01%	586
2018 Q2	$1K	Hold	39	–	–	﹤0.01%	561
2018 Q1	$1K	Buy	+39	New	+$1.38K	﹤0.01%	536

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

Edge Wealth Management's UFPI Position: Q1 2022 in Review

Edge Wealth Management sold out of UFP Industries (UFPI) in Q1 2022, closing a stake of 40 shares — an estimated $4K sold.

Edge Wealth Management first reported a position in UFPI in Q1 2018 and held it in 16 quarters. The position peaked at $4K in Q4 2021. 336 funds tracked by Wall St. Rank hold UFPI as of Q1 2022.

Edge Wealth Management reported no remaining UFP Industries position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 40 UFP Industries shares in Q1 2022, an estimated $4K.
Edge Wealth Management first reported a position in UFP Industries in Q1 2018 and held it in 16 quarters.
Edge Wealth Management's UFP Industries position peaked at $4K in Q4 2021.
336 funds tracked by Wall St. Rank held UFP Industries as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.