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Prospera Financial Services’s UFP Industries UFPI Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-127
Closed -$10K – 2556
2022
Q1 		$10K Buy
+127
New +$10.6K ﹤0.01% 2046

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prospera Financial Services's UFPI Position: Q2 2022 in Review

Prospera Financial Services sold out of UFP Industries (UFPI) in Q2 2022, closing a stake of 127 shares — an estimated $10K sold.

Prospera Financial Services first reported a position in UFPI in Q1 2022 and held it in 1 quarter. The position peaked at $10K in Q1 2022. 318 funds tracked by Wall St. Rank hold UFPI as of Q2 2022.

  • Prospera Financial Services reported no remaining UFP Industries position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 127 UFP Industries shares in Q2 2022, an estimated $10K.
  • Prospera Financial Services first reported a position in UFP Industries in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's UFP Industries position peaked at $10K in Q1 2022.
  • 318 funds tracked by Wall St. Rank held UFP Industries as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.