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Fieldpoint Private Securities’s UFP Industries UFPI Stock Holding History

Fieldpoint Private Securities’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
Q2 		$43K Sell
637
-223
-26% -$16.8K 0.01% 509
2022
Q1 		$66K Buy
860
+168
+24% +$14K 0.01% 515
2021
Q4 		$64K Buy
692
+10
+1% +$841 0.01% 538
2021
Q3 		$46K Buy
682
+13
+2% +$944 0.01% 601
2021
Q2 		$49K Buy
669
+388
+138% +$30.6K 0.01% 582
2021
Q1 		$21K Buy
281
+226
+411% +$14.1K ﹤0.01% 778
2020
Q4 		$3K Buy
+55
New +$3.02K ﹤0.01% 1273

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fieldpoint Private Securities's UFPI Position: Q2 2022 in Review

Fieldpoint Private Securities reduced its UFP Industries (UFPI) stake by 26% in Q2 2022, selling an estimated $16.8K and leaving 637 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #509.

Fieldpoint Private Securities first reported a position in UFPI in Q4 2020 and has held it in 7 quarters since. The position peaked at $66K in Q1 2022. 317 funds tracked by Wall St. Rank hold UFPI as of Q2 2022.

  • Fieldpoint Private Securities held 637 shares of UFP Industries worth $43K as of Q2 2022.
  • Fieldpoint Private Securities sold 223 UFP Industries shares in Q2 2022, an estimated $16.8K.
  • UFP Industries made up 0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #509 holding.
  • Fieldpoint Private Securities first reported a position in UFP Industries in Q4 2020 and has held it in 7 quarters since.
  • Fieldpoint Private Securities's UFP Industries position peaked at $66K in Q1 2022.
  • 317 funds tracked by Wall St. Rank held UFP Industries as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.