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Toth Financial Advisory’s UFP Industries UFPI Stock Holding History

Toth Financial Advisory’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
2021
Q3 		– Sell
-22
Closed -$2K – 795
2021
Q2 		$2K Buy
+22
New +$1.74K ﹤0.01% 620

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Toth Financial Advisory's UFPI Position: Q3 2021 in Review

Toth Financial Advisory sold out of UFP Industries (UFPI) in Q3 2021, closing a stake of 22 shares — an estimated $2K sold.

Toth Financial Advisory first reported a position in UFPI in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 288 funds tracked by Wall St. Rank hold UFPI as of Q3 2021.

  • Toth Financial Advisory reported no remaining UFP Industries position as of Q3 2021 after selling out during the quarter.
  • Toth Financial Advisory sold 22 UFP Industries shares in Q3 2021, an estimated $2K.
  • Toth Financial Advisory first reported a position in UFP Industries in Q2 2021 and held it in 1 quarter.
  • Toth Financial Advisory's UFP Industries position peaked at $2K in Q2 2021.
  • 288 funds tracked by Wall St. Rank held UFP Industries as of Q3 2021.

Based on Toth Financial Advisory's 13F filing for Q3 2021, filed 20 Oct 2021.