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ICA Group Wealth Management’s UFP Industries UFPI Stock Holding History

ICA Group Wealth Management’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
Q2 		$84K Hold
750
– – 0.05% 190
2024
Q1 		$92.3K Hold
750
– – 0.02% 415
2023
Q4 		$94.2K Buy
+750
New +$81K 0.02% 367
2023
Q3 		– Sell
-750
Closed -$72.8K – 1161
2023
Q2 		$72.8K Hold
750
– – 0.02% 406
2023
Q1 		$59.6K Hold
750
– – 0.01% 448
2022
Q4 		$59.4K Buy
+750
New +$57.3K 0.01% 479

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ICA Group Wealth Management's UFPI Position: Q2 2024 in Review

ICA Group Wealth Management held its UFP Industries (UFPI) position steady in Q2 2024 at 750 shares worth $84K. The position accounts for 0.05% of the portfolio, ranked #190.

ICA Group Wealth Management first reported a position in UFPI in Q4 2022 and has held it in 6 quarters since. The position peaked at $94.2K in Q4 2023. 426 funds tracked by Wall St. Rank hold UFPI as of Q2 2024.

  • ICA Group Wealth Management held 750 shares of UFP Industries worth $84K as of Q2 2024.
  • ICA Group Wealth Management left its UFP Industries share count unchanged in Q2 2024.
  • UFP Industries made up 0.05% of ICA Group Wealth Management's portfolio in Q2 2024, its #190 holding.
  • ICA Group Wealth Management first reported a position in UFP Industries in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's UFP Industries position peaked at $94.2K in Q4 2023.
  • 426 funds tracked by Wall St. Rank held UFP Industries as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.