Total Clarity Wealth Management’s UFP Industries UFPI Stock Holding History

Total Clarity Wealth Management’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	-3,135	Closed	-$248K	–	243
2022 Q4	$248K	Sell	3,135 -1,544	-33%	-$118K	0.13%	188
2022 Q3	$338K	Sell	4,679 -13	-0.3%	-$1.03K	0.21%	140
2022 Q2	$320K	Buy	4,692 +98	+2%	+$7.38K	0.17%	143
2022 Q1	$354K	Buy	4,594 +1,506	+49%	+$126K	0.19%	142
2021 Q4	$284K	Sell	3,088 -1,205	-28%	-$101K	0.13%	168
2021 Q3	$292K	Sell	4,293 -80	-2%	-$5.81K	0.14%	165
2021 Q2	$325K	Buy	4,373 +2,598	+146%	+$205K	0.18%	149
2021 Q1	$135K	Buy	+1,775	New	+$111K	0.08%	214

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

Total Clarity Wealth Management's UFPI Position: Q1 2023 in Review

Total Clarity Wealth Management sold out of UFP Industries (UFPI) in Q1 2023, closing a stake of 3,135 shares — an estimated $248K sold.

Total Clarity Wealth Management first reported a position in UFPI in Q1 2021 and held it in 8 quarters. The position peaked at $354K in Q1 2022. 364 funds tracked by Wall St. Rank hold UFPI as of Q1 2023.

Total Clarity Wealth Management reported no remaining UFP Industries position as of Q1 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 3,135 UFP Industries shares in Q1 2023, an estimated $248K.
Total Clarity Wealth Management first reported a position in UFP Industries in Q1 2021 and held it in 8 quarters.
Total Clarity Wealth Management's UFP Industries position peaked at $354K in Q1 2022.
364 funds tracked by Wall St. Rank held UFP Industries as of Q1 2023.

Based on Total Clarity Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.