Financial Gravity Asset Management’s UFP Technologies UFPT Stock Holding History

Financial Gravity Asset Management’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
2024 Q1	–	Hold	0	–	–	–	1807
2023 Q4	–	Hold	0	–	–	–	1390
2023 Q3	–	Hold	0	–	–	–	1101
2020 Q2	–	Sell	-60	Closed	-$2.28K	–	849
2020 Q1	$2.28K	Sell	60 -15	-20%	-$689	0.01%	383
2019 Q4	$50K	Hold	75	–	–	0.03%	653
2019 Q3	$3K	Buy	75 +10	+15%	+$411	﹤0.01%	844
2019 Q2	$3K	Sell	65 -13	-17%	-$492	﹤0.01%	839
2019 Q1	$3K	Buy	+78	New	+$2.56K	﹤0.01%	873
2018 Q3	$3K	Buy	93 +13	+16%	+$450	﹤0.01%	882
2018 Q2	$3K	Sell	80 -1	-1%	-$32	﹤0.01%	918
2018 Q1	$3K	Buy	+81	New	+$2.34K	﹤0.01%	883

Other funds holding UFPT

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Financial Gravity Asset Management's UFPT Position: Q1 2024 in Review

Financial Gravity Asset Management held its UFP Technologies (UFPT) position steady in Q1 2024 at 0 shares worth $53. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

Financial Gravity Asset Management first reported a position in UFPT in Q1 2018 and has held it in 8 quarters since. The position peaked at $50K in Q4 2019. 220 funds tracked by Wall St. Rank hold UFPT as of Q1 2024.

Financial Gravity Asset Management held 0 shares of UFP Technologies worth $53 as of Q1 2024.
Financial Gravity Asset Management left its UFP Technologies share count unchanged in Q1 2024.
UFP Technologies made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #1807 holding.
Financial Gravity Asset Management first reported a position in UFP Technologies in Q1 2018 and has held it in 8 quarters since.
Financial Gravity Asset Management's UFP Technologies position peaked at $50K in Q4 2019.
220 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.