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SYSTM Wealth Solutions’s UFP Technologies UFPT Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-2
Closed -$505 – 953
2024
Q1 		$505 Hold
2
– – ﹤0.01% 970
2023
Q4 		$345 Buy
+2
New +$324 ﹤0.01% 1006

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's UFPT Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of UFP Technologies (UFPT) in Q2 2024, closing a stake of 2 shares — an estimated $505 sold.

SYSTM Wealth Solutions first reported a position in UFPT in Q4 2023 and held it in 2 quarters. The position peaked at $505 in Q1 2024. 246 funds tracked by Wall St. Rank hold UFPT as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining UFP Technologies position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 2 UFP Technologies shares in Q2 2024, an estimated $505.
  • SYSTM Wealth Solutions first reported a position in UFP Technologies in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's UFP Technologies position peaked at $505 in Q1 2024.
  • 246 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.