Triad Wealth Partners’s UFP Technologies UFPT Stock Holding History

Triad Wealth Partners’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
2024 Q3	–	Sell	-19	Closed	-$5.01K	–	856
2024 Q2	$5.01K	Buy	+19	New	+$4.69K	﹤0.01%	567

Other funds holding UFPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Triad Wealth Partners's UFPT Position: Q3 2024 in Review

Triad Wealth Partners sold out of UFP Technologies (UFPT) in Q3 2024, closing a stake of 19 shares — an estimated $5.01K sold.

Triad Wealth Partners first reported a position in UFPT in Q2 2024 and held it in 1 quarter. The position peaked at $5.01K in Q2 2024. 281 funds tracked by Wall St. Rank hold UFPT as of Q3 2024.

Triad Wealth Partners reported no remaining UFP Technologies position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 19 UFP Technologies shares in Q3 2024, an estimated $5.01K.
Triad Wealth Partners first reported a position in UFP Technologies in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's UFP Technologies position peaked at $5.01K in Q2 2024.
281 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.