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Glassman Wealth Services’s UFP Industries UFPI Stock Holding History

Glassman Wealth Services’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
Q3 		– Sell
-19
Closed -$1K – 1995
2022
Q2 		$1K Buy
19
+3
+19% +$226 ﹤0.01% 1551
2022
Q1 		$1K Buy
+16
New +$1.33K ﹤0.01% 1535

Other funds holding UFPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Glassman Wealth Services's UFPI Position: Q3 2022 in Review

Glassman Wealth Services sold out of UFP Industries (UFPI) in Q3 2022, closing a stake of 19 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in UFPI in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 338 funds tracked by Wall St. Rank hold UFPI as of Q3 2022.

  • Glassman Wealth Services reported no remaining UFP Industries position as of Q3 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 19 UFP Industries shares in Q3 2022, an estimated $1K.
  • Glassman Wealth Services first reported a position in UFP Industries in Q1 2022 and held it in 2 quarters.
  • Glassman Wealth Services's UFP Industries position peaked at $1K in Q2 2022.
  • 338 funds tracked by Wall St. Rank held UFP Industries as of Q3 2022.

Based on Glassman Wealth Services's 13F filing for Q3 2022, filed 9 Nov 2022.