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Meridian Wealth Partners’s UFP Industries UFPI Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-7
Closed -$1K – 1190
2021
Q1 		$1K Buy
+7
New +$438 ﹤0.01% 1256

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T. Rowe Price Associates
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State Street
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Meridian Wealth Partners's UFPI Position: Q2 2021 in Review

Meridian Wealth Partners sold out of UFP Industries (UFPI) in Q2 2021, closing a stake of 7 shares — an estimated $1K sold.

Meridian Wealth Partners first reported a position in UFPI in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 290 funds tracked by Wall St. Rank hold UFPI as of Q2 2021.

  • Meridian Wealth Partners reported no remaining UFP Industries position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 7 UFP Industries shares in Q2 2021, an estimated $1K.
  • Meridian Wealth Partners first reported a position in UFP Industries in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's UFP Industries position peaked at $1K in Q1 2021.
  • 290 funds tracked by Wall St. Rank held UFP Industries as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.