Wipfli Financial Advisors’s UFP Industries UFPI Stock Holding History

Wipfli 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
2022 Q3	$11K	Buy	+154	New	+$12.2K	﹤0.01%	1817

Other funds holding UFPI

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wipfli Financial Advisors's UFPI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in UFP Industries (UFPI) in Q3 2022: 154 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #1817 among its holdings.

338 funds tracked by Wall St. Rank hold UFPI as of Q3 2022.

Wipfli Financial Advisors held 154 shares of UFP Industries worth $11K as of Q3 2022.
UFP Industries was a new Wipfli Financial Advisors position in Q3 2022.
UFP Industries made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1817 holding.
338 funds tracked by Wall St. Rank held UFP Industries as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.