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AdvisorShares Investments’s United Parcel Service UPS Stock Holding History

AdvisorShares Investments’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-115
Closed -$22.3K – 335
2023
Q1 		$22.3K Buy
115
+23
+25% +$4.22K 0.01% 248
2022
Q4 		$16K Hold
92
– – ﹤0.01% 277
2022
Q3 		$15K Sell
92
-23
-20% -$4.36K ﹤0.01% 285
2022
Q2 		$21K Buy
+115
New +$21K 0.01% 198

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AdvisorShares Investments's UPS Position: Q2 2023 in Review

AdvisorShares Investments sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 115 shares — an estimated $22.3K sold.

AdvisorShares Investments first reported a position in UPS in Q2 2022 and held it in 4 quarters. The position peaked at $22.3K in Q1 2023. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

  • AdvisorShares Investments reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
  • AdvisorShares Investments sold 115 United Parcel Service shares in Q2 2023, an estimated $22.3K.
  • AdvisorShares Investments first reported a position in United Parcel Service in Q2 2022 and held it in 4 quarters.
  • AdvisorShares Investments's United Parcel Service position peaked at $22.3K in Q1 2023.
  • 2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on AdvisorShares Investments's 13F filing for Q2 2023, filed 9 Aug 2023.