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Redwood Wealth Management Group’s UFP Technologies UFPT Stock Holding History

Redwood Wealth Management Group’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
-100
Closed -$26.4K – 1027
2024
Q2 		$26.4K Buy
+100
New +$24.7K 0.02% 399

Other funds holding UFPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Redwood Wealth Management Group's UFPT Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of UFP Technologies (UFPT) in Q3 2024, closing a stake of 100 shares — an estimated $26.4K sold.

Redwood Wealth Management Group first reported a position in UFPT in Q2 2024 and held it in 1 quarter. The position peaked at $26.4K in Q2 2024. 281 funds tracked by Wall St. Rank hold UFPT as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining UFP Technologies position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 100 UFP Technologies shares in Q3 2024, an estimated $26.4K.
  • Redwood Wealth Management Group first reported a position in UFP Technologies in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's UFP Technologies position peaked at $26.4K in Q2 2024.
  • 281 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.