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Wealthcare Advisory Partners’s UFP Technologies UFPT Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-50
Closed -$2K – 1779
2021
Q1 		$2K Buy
+50
New +$2.44K ﹤0.01% 1923
2020
Q2 		– Sell
-50
Closed -$2K – 1282
2020
Q1 		$2K Hold
50
– – ﹤0.01% 1329
2019
Q4 		$2K Hold
50
– – ﹤0.01% 1283
2019
Q3 		$2K Hold
50
– – ﹤0.01% 1245
2019
Q2 		$2K Hold
50
– – ﹤0.01% 1204
2019
Q1 		$2K Hold
50
– – ﹤0.01% 1116
2018
Q4 		$2K Buy
+50
New +$1.71K ﹤0.01% 1097

Other funds holding UFPT

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WA
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AFR
Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

Wealthcare Advisory Partners's UFPT Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of UFP Technologies (UFPT) in Q2 2021, closing a stake of 50 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in UFPT in Q4 2018 and held it in 7 quarters. The position peaked at $2K in Q1 2021. 93 funds tracked by Wall St. Rank hold UFPT as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining UFP Technologies position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 50 UFP Technologies shares in Q2 2021, an estimated $2K.
  • Wealthcare Advisory Partners first reported a position in UFP Technologies in Q4 2018 and held it in 7 quarters.
  • Wealthcare Advisory Partners's UFP Technologies position peaked at $2K in Q1 2021.
  • 93 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.