Personal Wealth Partners’s UFP Industries UFPI Stock Holding History

Personal 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
2020 Q1	–	Sell	-3	Closed	–	–	573
2019 Q4	$0	Hold	3	–	–	﹤0.01%	680
2019 Q3	$0	Buy	+3	New	+$117	﹤0.01%	689

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

Personal Wealth Partners's UFPI Position: Q1 2020 in Review

Personal Wealth Partners sold out of UFP Industries (UFPI) in Q1 2020, closing a stake of 3 shares.

Personal Wealth Partners first reported a position in UFPI in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 238 funds tracked by Wall St. Rank hold UFPI as of Q1 2020.

Personal Wealth Partners reported no remaining UFP Industries position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 3 UFP Industries shares in Q1 2020.
Personal Wealth Partners first reported a position in UFP Industries in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's UFP Industries position peaked at $0 in Q4 2019.
238 funds tracked by Wall St. Rank held UFP Industries as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.