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Total Clarity Wealth Management’s UFP Technologies UFPT Stock Holding History

Total Clarity Wealth Management’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
2022
Q3 		– Sell
-146
Closed -$12K – 929
2022
Q2 		$12K Buy
+146
New +$10.7K 0.01% 631
2022
Q1 		– Sell
-130
Closed -$9K – 869
2021
Q4 		$9K Buy
130
+11
+9% +$729 ﹤0.01% 722
2021
Q3 		$7K Buy
+119
New +$7.51K ﹤0.01% 767
2021
Q2 		– Sell
-119
Closed -$6K – 708
2021
Q1 		$6K Buy
+119
New +$5.81K ﹤0.01% 667

Other funds holding UFPT

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AFR
Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Total Clarity Wealth Management's UFPT Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of UFP Technologies (UFPT) in Q3 2022, closing a stake of 146 shares — an estimated $12K sold.

Total Clarity Wealth Management first reported a position in UFPT in Q1 2021 and held it in 4 quarters. The position peaked at $12K in Q2 2022. 122 funds tracked by Wall St. Rank hold UFPT as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining UFP Technologies position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 146 UFP Technologies shares in Q3 2022, an estimated $12K.
  • Total Clarity Wealth Management first reported a position in UFP Technologies in Q1 2021 and held it in 4 quarters.
  • Total Clarity Wealth Management's UFP Technologies position peaked at $12K in Q2 2022.
  • 122 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.