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Raymond James Financial Services Advisors’s UFP Technologies UFPT Stock Holding History

Raymond James Financial Services Advisors’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,587
Closed -$683K – 3564
2024
Q2 		$683K Buy
+2,587
New +$639K ﹤0.01% 2320

Other funds holding UFPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Raymond James Financial Services Advisors's UFPT Position: Q3 2024 in Review

Raymond James Financial Services Advisors sold out of UFP Technologies (UFPT) in Q3 2024, closing a stake of 2,587 shares — an estimated $683K sold.

Raymond James Financial Services Advisors first reported a position in UFPT in Q2 2024 and held it in 1 quarter. The position peaked at $683K in Q2 2024. 281 funds tracked by Wall St. Rank hold UFPT as of Q3 2024.

  • Raymond James Financial Services Advisors reported no remaining UFP Technologies position as of Q3 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 2,587 UFP Technologies shares in Q3 2024, an estimated $683K.
  • Raymond James Financial Services Advisors first reported a position in UFP Technologies in Q2 2024 and held it in 1 quarter.
  • Raymond James Financial Services Advisors's UFP Technologies position peaked at $683K in Q2 2024.
  • 281 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.