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RPg Family Wealth Advisory’s UFP Technologies UFPT Stock Holding History

RPg Family Wealth Advisory’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
2020
Q4 		– Sell
-320
Closed -$13.3K – 296
2020
Q3 		$13.3K Hold
320
– – 0.01% 253
2020
Q2 		$14.1K Sell
320
-135
-30% -$5.77K 0.01% 250
2020
Q1 		$17.3K Buy
+455
New +$20.9K 0.01% 200

Other funds holding UFPT

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DI
DRH Investments Thousand Oaks, California $123M AUM 31.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AFR
Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RPg Family Wealth Advisory's UFPT Position: Q4 2020 in Review

RPg Family Wealth Advisory sold out of UFP Technologies (UFPT) in Q4 2020, closing a stake of 320 shares — an estimated $13.3K sold.

RPg Family Wealth Advisory first reported a position in UFPT in Q1 2020 and held it in 3 quarters. The position peaked at $17.3K in Q1 2020. 93 funds tracked by Wall St. Rank hold UFPT as of Q4 2020.

  • RPg Family Wealth Advisory reported no remaining UFP Technologies position as of Q4 2020 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 320 UFP Technologies shares in Q4 2020, an estimated $13.3K.
  • RPg Family Wealth Advisory first reported a position in UFP Technologies in Q1 2020 and held it in 3 quarters.
  • RPg Family Wealth Advisory's UFP Technologies position peaked at $17.3K in Q1 2020.
  • 93 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2020.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2020, filed 16 Feb 2021.