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IBEX Wealth Advisors’s UFP Industries UFPI Stock Holding History

IBEX Wealth Advisors’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
2024
Q3 		– Sell
-1,270
Closed -$142K – 266
2024
Q2 		$142K Buy
+1,270
New +$148K 0.02% 142

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IBEX Wealth Advisors's UFPI Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of UFP Industries (UFPI) in Q3 2024, closing a stake of 1,270 shares — an estimated $142K sold.

IBEX Wealth Advisors first reported a position in UFPI in Q2 2024 and held it in 1 quarter. The position peaked at $142K in Q2 2024. 439 funds tracked by Wall St. Rank hold UFPI as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining UFP Industries position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,270 UFP Industries shares in Q3 2024, an estimated $142K.
  • IBEX Wealth Advisors first reported a position in UFP Industries in Q2 2024 and held it in 1 quarter.
  • IBEX Wealth Advisors's UFP Industries position peaked at $142K in Q2 2024.
  • 439 funds tracked by Wall St. Rank held UFP Industries as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.