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Fragasso Financial Advisors’s UFP Technologies UFPT Stock Holding History

Fragasso Financial Advisors’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
Q2 		– Sell
-973
Closed -$245K – 266
2024
Q1 		$245K Buy
+973
New +$185K 0.02% 235

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CAM
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Fragasso Financial Advisors's UFPT Position: Q2 2024 in Review

Fragasso Financial Advisors sold out of UFP Technologies (UFPT) in Q2 2024, closing a stake of 973 shares — an estimated $245K sold.

Fragasso Financial Advisors first reported a position in UFPT in Q1 2024 and held it in 1 quarter. The position peaked at $245K in Q1 2024. 246 funds tracked by Wall St. Rank hold UFPT as of Q2 2024.

  • Fragasso Financial Advisors reported no remaining UFP Technologies position as of Q2 2024 after selling out during the quarter.
  • Fragasso Financial Advisors sold 973 UFP Technologies shares in Q2 2024, an estimated $245K.
  • Fragasso Financial Advisors first reported a position in UFP Technologies in Q1 2024 and held it in 1 quarter.
  • Fragasso Financial Advisors's UFP Technologies position peaked at $245K in Q1 2024.
  • 246 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2024.

Based on Fragasso Financial Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.