My Personal CFO LLC’s UFP Industries UFPI Stock Holding History

My Personal CFO LLC’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
2023 Q1	–	Sell	-114	Closed	-$9.04K	–	776
2022 Q4	$9.04K	Buy	+114	New	+$8.71K	0.01%	281

Other funds holding UFPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

My Personal CFO LLC's UFPI Position: Q1 2023 in Review

My Personal CFO LLC sold out of UFP Industries (UFPI) in Q1 2023, closing a stake of 114 shares — an estimated $9.04K sold.

My Personal CFO LLC first reported a position in UFPI in Q4 2022 and held it in 1 quarter. The position peaked at $9.04K in Q4 2022. 364 funds tracked by Wall St. Rank hold UFPI as of Q1 2023.

My Personal CFO LLC reported no remaining UFP Industries position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 114 UFP Industries shares in Q1 2023, an estimated $9.04K.
My Personal CFO LLC first reported a position in UFP Industries in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's UFP Industries position peaked at $9.04K in Q4 2022.
364 funds tracked by Wall St. Rank held UFP Industries as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.