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Valeo Financial Advisors’s UFP Industries UFPI Stock Holding History

Valeo Financial Advisors’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
Q2 		– Sell
-12
Closed -$1K – 1742
2021
Q1 		$1K Buy
+12
New +$751 ﹤0.01% 1946
2018
Q2 		– Sell
-150
Closed -$5K – 1754
2018
Q1 		$5K Buy
+150
New +$5.32K ﹤0.01% 1159

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
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Valeo Financial Advisors's UFPI Position: Q2 2021 in Review

Valeo Financial Advisors sold out of UFP Industries (UFPI) in Q2 2021, closing a stake of 12 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in UFPI in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 290 funds tracked by Wall St. Rank hold UFPI as of Q2 2021.

  • Valeo Financial Advisors reported no remaining UFP Industries position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 12 UFP Industries shares in Q2 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in UFP Industries in Q1 2018 and held it in 2 quarters.
  • Valeo Financial Advisors's UFP Industries position peaked at $5K in Q1 2018.
  • 290 funds tracked by Wall St. Rank held UFP Industries as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.