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Advocacy Wealth Management Services’s United Parcel Service UPS Stock Holding History

Advocacy Wealth Management Services’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
2022
Q1 		– Sell
-100
Closed -$21K – 227
2021
Q4 		$21K Hold
100
– – ﹤0.01% 90
2021
Q3 		$18K Sell
100
-73
-42% -$14.4K ﹤0.01% 101
2021
Q2 		$36K Buy
+173
New +$34.6K 0.01% 79
2016
Q2 		– Sell
-11
Closed -$1K – 456
2016
Q1 		$1K Sell
11
-363
-97% -$35.3K ﹤0.01% 484
2015
Q4 		$36K Buy
+374
New +$38.2K 0.04% 195

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Advocacy Wealth Management Services's UPS Position: Q1 2022 in Review

Advocacy Wealth Management Services sold out of United Parcel Service (UPS) in Q1 2022, closing a stake of 100 shares — an estimated $21K sold.

Advocacy Wealth Management Services first reported a position in UPS in Q4 2015 and held it in 5 quarters. The position peaked at $36K in Q2 2021. 2,238 funds tracked by Wall St. Rank hold UPS as of Q1 2022.

  • Advocacy Wealth Management Services reported no remaining United Parcel Service position as of Q1 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 100 United Parcel Service shares in Q1 2022, an estimated $21K.
  • Advocacy Wealth Management Services first reported a position in United Parcel Service in Q4 2015 and held it in 5 quarters.
  • Advocacy Wealth Management Services's United Parcel Service position peaked at $36K in Q2 2021.
  • 2,238 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2022, filed 4 Apr 2022.