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Patriot Financial Group Insurance Agency’s UFP Industries UFPI Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-69
Closed -$5K – 1850
2022
Q2 		$5K Sell
69
-10
-13% -$754 ﹤0.01% 1509
2022
Q1 		$6K Hold
79
– – ﹤0.01% 1564
2021
Q4 		$7K Hold
79
– – ﹤0.01% 1627
2021
Q3 		$5K Buy
79
+10
+14% +$726 ﹤0.01% 1717
2021
Q2 		$5K Hold
69
– – ﹤0.01% 1673
2021
Q1 		$5K Sell
69
-9
-12% -$563 ﹤0.01% 1578
2020
Q4 		$4K Hold
78
– – ﹤0.01% 1512
2020
Q3 		$4K Hold
78
– – ﹤0.01% 1321
2020
Q2 		$4K Buy
78
+3
+4% +$128 ﹤0.01% 1270
2020
Q1 		$3K Buy
+75
New +$3.44K ﹤0.01% 1253

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Patriot Financial Group Insurance Agency's UFPI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of UFP Industries (UFPI) in Q3 2022, closing a stake of 69 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in UFPI in Q1 2020 and held it in 10 quarters. The position peaked at $7K in Q4 2021. 338 funds tracked by Wall St. Rank hold UFPI as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining UFP Industries position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 69 UFP Industries shares in Q3 2022, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in UFP Industries in Q1 2020 and held it in 10 quarters.
  • Patriot Financial Group Insurance Agency's UFP Industries position peaked at $7K in Q4 2021.
  • 338 funds tracked by Wall St. Rank held UFP Industries as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.