SFA
UFPT icon

Sequoia Financial Advisors’s UFP Technologies UFPT Stock Holding History

Sequoia Financial 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
Q4 		– Sell
-1,049
Closed -$332K – 1423
2024
Q3 		$332K Sell
1,049
-3,552
-77% -$1.13M ﹤0.01% 924
2024
Q2 		$1.21M Buy
+4,601
New +$1.14M 0.01% 437

Other funds holding UFPT

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sequoia Financial Advisors's UFPT Position: Q4 2024 in Review

Sequoia Financial Advisors sold out of UFP Technologies (UFPT) in Q4 2024, closing a stake of 1,049 shares — an estimated $332K sold.

Sequoia Financial Advisors first reported a position in UFPT in Q2 2024 and held it in 2 quarters. The position peaked at $1.21M in Q2 2024. 279 funds tracked by Wall St. Rank hold UFPT as of Q4 2024.

  • Sequoia Financial Advisors reported no remaining UFP Technologies position as of Q4 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 1,049 UFP Technologies shares in Q4 2024, an estimated $332K.
  • Sequoia Financial Advisors first reported a position in UFP Technologies in Q2 2024 and held it in 2 quarters.
  • Sequoia Financial Advisors's UFP Technologies position peaked at $1.21M in Q2 2024.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2024.

Based on Sequoia Financial Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.