WAM
UFPI icon

Wealthspire Advisors (Maryland)’s UFP Industries UFPI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-157
Closed -$5K – 1940
2019
Q1 		$5K Hold
157
– – ﹤0.01% 1851
2018
Q4 		$4K Buy
157
+7
+5% +$201 ﹤0.01% 1871
2018
Q3 		$5K Buy
150
+43
+40% +$1.59K ﹤0.01% 1832
2018
Q2 		$4K Buy
107
+32
+43% +$1.12K ﹤0.01% 1912
2018
Q1 		$2K Hold
75
– – ﹤0.01% 2218
2017
Q4 		$3K Buy
75
+66
+733% +$2.43K ﹤0.01% 2030
2017
Q3 		$0 Buy
+9
New +$260 ﹤0.01% 2465

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealthspire Advisors (Maryland)'s UFPI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of UFP Industries (UFPI) in Q2 2019, closing a stake of 157 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in UFPI in Q3 2017 and held it in 7 quarters. The position peaked at $5K in Q1 2019. 210 funds tracked by Wall St. Rank hold UFPI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining UFP Industries position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 157 UFP Industries shares in Q2 2019, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in UFP Industries in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s UFP Industries position peaked at $5K in Q1 2019.
  • 210 funds tracked by Wall St. Rank held UFP Industries as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.