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Opal Wealth Advisors’s UFP Industries UFPI Stock Holding History

Opal 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
-146
Closed -$16.4K – 1105
2024
Q2 		$16.4K Sell
146
-122
-46% -$14.2K 0.01% 562
2024
Q1 		$33K Buy
+268
New +$31.1K 0.01% 222

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

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

Opal Wealth Advisors sold out of UFP Industries (UFPI) in Q3 2024, closing a stake of 146 shares — an estimated $16.4K sold.

Opal Wealth Advisors first reported a position in UFPI in Q1 2024 and held it in 2 quarters. The position peaked at $33K in Q1 2024. 439 funds tracked by Wall St. Rank hold UFPI as of Q3 2024.

  • Opal Wealth Advisors reported no remaining UFP Industries position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 146 UFP Industries shares in Q3 2024, an estimated $16.4K.
  • Opal Wealth Advisors first reported a position in UFP Industries in Q1 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's UFP Industries position peaked at $33K in Q1 2024.
  • 439 funds tracked by Wall St. Rank held UFP Industries as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.