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Harvest Group Wealth Management’s UFP Technologies UFPT Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-200
Closed -$9K – 672
2020
Q4 		$9K Hold
200
– – 0.01% 236
2020
Q3 		$8K Hold
200
– – 0.01% 241
2020
Q2 		$8K Hold
200
– – 0.01% 232
2020
Q1 		$7K Hold
200
– – 0.01% 241
2019
Q4 		$9K Hold
200
– – 0.01% 270
2019
Q3 		$8K Hold
200
– – 0.01% 296
2019
Q2 		$8K Hold
200
– – 0.01% 262
2019
Q1 		$7K Buy
+200
New +$6.55K 0.01% 327

Other funds holding UFPT

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AFR
Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

Harvest Group Wealth Management's UFPT Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of UFP Technologies (UFPT) in Q1 2021, closing a stake of 200 shares — an estimated $9K sold.

Harvest Group Wealth Management first reported a position in UFPT in Q1 2019 and held it in 8 quarters. The position peaked at $9K in Q4 2020. 94 funds tracked by Wall St. Rank hold UFPT as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining UFP Technologies position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 200 UFP Technologies shares in Q1 2021, an estimated $9K.
  • Harvest Group Wealth Management first reported a position in UFP Technologies in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's UFP Technologies position peaked at $9K in Q4 2020.
  • 94 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.