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Ufp Industries shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Ufp Industries (UFPI) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Ufp Industries

Tip: Access up to 7 years of quarterly data

All positions including Ufp Industries held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ufp Industries by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 9.6k 125.55
2023-09-30 $992k 9.7k 102.40
2023-06-30 $940k 9.7k 97.05

More positions owned by Modera Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Modera Wealth Management

Top funds holding Ufp Industries

Vanguard Group
Dimensional Fund Advisors
Franklin Resources
Victory Capital Management
Allspring Global Investments Holdings
Charles Schwab Investment Management
T. Rowe Price Associates
Royce & Associates
Norges Bank Investment Management
Bank of New York Mellon
Jpmorgan Chase & Co
Goldman Sachs Group
AQR Capital Management
Copeland Capital Management
Jennifer Ranahan

View all funds holding Ufp Industries