Sutton Wealth Advisors’s UFP Industries UFPI Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-1,427	Closed	-$113K	–	1526
2022 Q4	$113K	Sell	1,427 -8	-0.6%	-$611	0.04%	234
2022 Q3	$104K	Buy	1,435 +8	+0.6%	+$636	0.04%	246
2022 Q2	$97.2K	Hold	1,427	–	–	0.04%	242
2022 Q1	$110K	Sell	1,427 -7	-0.5%	-$584	0.04%	238
2021 Q4	$132K	Buy	1,434 +15	+1%	+$1.26K	0.04%	222
2021 Q3	$96.5K	Hold	1,419	–	–	0.04%	256
2021 Q2	$105K	Hold	1,419	–	–	0.04%	245
2021 Q1	$108K	Hold	1,419	–	–	0.04%	232
2020 Q4	$78.8K	Hold	1,419	–	–	0.03%	257
2020 Q3	$80.2K	Hold	1,419	–	–	0.04%	230
2020 Q2	$70.3K	Hold	1,419	–	–	0.04%	241
2020 Q1	$52.8K	Hold	1,419	–	–	0.03%	259
2019 Q4	$67.7K	Hold	1,419	–	–	0.03%	256
2019 Q3	$56.6K	Hold	1,419	–	–	0.03%	274
2019 Q2	$54K	Hold	1,419	–	–	0.03%	286
2019 Q1	$42.4K	Buy	1,419 +316	+29%	+$9.49K	0.02%	340
2018 Q4	$28.6K	Buy	1,103 +359	+48%	+$10.3K	0.02%	413
2018 Q3	$26.3K	Hold	744	–	–	0.02%	490
2018 Q2	$27.2K	Hold	744	–	–	0.02%	472
2018 Q1	$24.1K	Hold	744	–	–	0.02%	499
2017 Q4	$28K	Hold	744	–	–	0.02%	439
2017 Q3	$24.3K	Hold	744	–	–	0.02%	477
2017 Q2	$21.7K	Hold	744	–	–	0.02%	487
2017 Q1	$24.4K	Hold	744	–	–	0.02%	440
2016 Q4	$25.3K	Hold	744	–	–	0.02%	419
2016 Q3	$24.4K	Hold	744	–	–	0.02%	408
2016 Q2	$23K	Buy	744 +594	+396%	+$16.7K	0.02%	411
2016 Q1	$4.29K	Buy	+150	New	+$3.57K	﹤0.01%	785

Other funds holding UFPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sutton Wealth Advisors's UFPI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of UFP Industries (UFPI) in Q1 2023, closing a stake of 1,427 shares — an estimated $113K sold.

Sutton Wealth Advisors first reported a position in UFPI in Q1 2016 and held it in 28 quarters. The position peaked at $132K in Q4 2021. 364 funds tracked by Wall St. Rank hold UFPI as of Q1 2023.

Sutton Wealth Advisors reported no remaining UFP Industries position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1,427 UFP Industries shares in Q1 2023, an estimated $113K.
Sutton Wealth Advisors first reported a position in UFP Industries in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's UFP Industries position peaked at $132K in Q4 2021.
364 funds tracked by Wall St. Rank held UFP Industries as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.