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TCI Wealth Advisors’s UFP Industries UFPI Stock Holding History

TCI 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
Q2 		– Sell
-415
Closed -$33K – 2112
2023
Q1 		$33K Hold
415
– – ﹤0.01% 540
2022
Q4 		$32.9K Sell
415
-82
-16% -$6.26K ﹤0.01% 519
2022
Q3 		$36K Buy
497
+232
+88% +$18.5K 0.01% 463
2022
Q2 		$18K Sell
265
-159
-38% -$12K ﹤0.01% 692
2022
Q1 		$33K Buy
424
+119
+39% +$9.93K ﹤0.01% 516
2021
Q4 		$28K Buy
305
+4
+1% +$336 ﹤0.01% 570
2021
Q3 		$20K Buy
301
+36
+14% +$2.62K ﹤0.01% 701
2021
Q2 		$20K Hold
265
– – ﹤0.01% 623
2021
Q1 		$20K Buy
265
+154
+139% +$9.64K 0.01% 579
2020
Q4 		$6K Hold
111
– – ﹤0.01% 833
2020
Q3 		$6K Hold
111
– – ﹤0.01% 735
2020
Q2 		$5K Hold
111
– – ﹤0.01% 760
2020
Q1 		$4K Buy
111
+9
+9% +$413 ﹤0.01% 798
2019
Q4 		$5K Hold
102
– – ﹤0.01% 871
2019
Q3 		$4K Hold
102
– – ﹤0.01% 896
2019
Q2 		$4K Buy
102
+51
+100% +$1.77K ﹤0.01% 842
2019
Q1 		$2K Hold
51
– – ﹤0.01% 1093
2018
Q4 		$1K Sell
51
-15
-23% -$431 ﹤0.01% 1321
2018
Q3 		$2K Hold
66
– – ﹤0.01% 1096
2018
Q2 		$2K Hold
66
– – ﹤0.01% 1155
2018
Q1 		$2K Hold
66
– – ﹤0.01% 1022
2017
Q4 		$2K Hold
66
– – ﹤0.01% 1071
2017
Q3 		$2K Hold
66
– – ﹤0.01% 1002
2017
Q2 		$2K Hold
66
– – ﹤0.01% 1032
2017
Q1 		$2K Hold
66
– – ﹤0.01% 984
2016
Q4 		$2K Hold
66
– – ﹤0.01% 1055
2016
Q3 		$2K Hold
66
– – ﹤0.01% 1009
2016
Q2 		$2K Buy
66
+30
+83% +$844 ﹤0.01% 968
2016
Q1 		$1K Buy
+36
New +$858 ﹤0.01% 1167

Other funds holding UFPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TCI Wealth Advisors's UFPI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of UFP Industries (UFPI) in Q2 2023, closing a stake of 415 shares — an estimated $33K sold.

TCI Wealth Advisors first reported a position in UFPI in Q1 2016 and held it in 29 quarters. The position peaked at $36K in Q3 2022. 359 funds tracked by Wall St. Rank hold UFPI as of Q2 2023.

  • TCI Wealth Advisors reported no remaining UFP Industries position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 415 UFP Industries shares in Q2 2023, an estimated $33K.
  • TCI Wealth Advisors first reported a position in UFP Industries in Q1 2016 and held it in 29 quarters.
  • TCI Wealth Advisors's UFP Industries position peaked at $36K in Q3 2022.
  • 359 funds tracked by Wall St. Rank held UFP Industries as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.