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Patriot Financial Group Insurance Agency’s UNIFI UFI Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio UFI Stock Details UFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-950
Closed -$17K – 2178
2022
Q1 		$17K Sell
950
-200
-17% -$3.95K ﹤0.01% 1161
2021
Q4 		$27K Buy
1,150
+350
+44% +$7.98K ﹤0.01% 1095
2021
Q3 		$18K Hold
800
– – ﹤0.01% 1269
2021
Q2 		$19K Hold
800
– – ﹤0.01% 1215
2021
Q1 		$22K Buy
+800
New +$19.3K 0.01% 1052

Other funds holding UFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

Patriot Financial Group Insurance Agency's UFI Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of UNIFI (UFI) in Q2 2022, closing a stake of 950 shares — an estimated $17K sold.

Patriot Financial Group Insurance Agency first reported a position in UFI in Q1 2021 and held it in 5 quarters. The position peaked at $27K in Q4 2021. 117 funds tracked by Wall St. Rank hold UFI as of Q2 2022.

  • Patriot Financial Group Insurance Agency reported no remaining UNIFI position as of Q2 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 950 UNIFI shares in Q2 2022, an estimated $17K.
  • Patriot Financial Group Insurance Agency first reported a position in UNIFI in Q1 2021 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's UNIFI position peaked at $27K in Q4 2021.
  • 117 funds tracked by Wall St. Rank held UNIFI as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.