TWP
UFPI icon

TFO Wealth Partners’s UFP Industries UFPI Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-3
Closed -$369 – 701
2024
Q1 		$369 Hold
3
– – ﹤0.01% 343
2023
Q4 		$377 Hold
3
– – ﹤0.01% 432
2023
Q3 		$291 Hold
3
– – ﹤0.01% 670
2023
Q2 		$291 Hold
3
– – ﹤0.01% 414
2023
Q1 		$238 Sell
3
-2
-40% -$171 ﹤0.01% 433
2022
Q4 		$148 Buy
+5
New +$382 ﹤0.01% 690

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TFO Wealth Partners's UFPI Position: Q2 2024 in Review

TFO Wealth Partners sold out of UFP Industries (UFPI) in Q2 2024, closing a stake of 3 shares — an estimated $369 sold.

TFO Wealth Partners first reported a position in UFPI in Q4 2022 and held it in 6 quarters. The position peaked at $377 in Q4 2023. 426 funds tracked by Wall St. Rank hold UFPI as of Q2 2024.

  • TFO Wealth Partners reported no remaining UFP Industries position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 UFP Industries shares in Q2 2024, an estimated $369.
  • TFO Wealth Partners first reported a position in UFP Industries in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's UFP Industries position peaked at $377 in Q4 2023.
  • 426 funds tracked by Wall St. Rank held UFP Industries as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.