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All Terrain Financial Advisors’s United Parcel Service UPS Stock Holding History

All Terrain Financial Advisors’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
2019
Q3 		– Sell
-1,000
Closed -$7K – 232
2019
Q2 		$7K Buy
+1,000
New +$104K ﹤0.01% 212
2018
Q1 		– Sell
-2,500
Closed -$298K – 284
2017
Q4 		$298K Buy
+2,500
New +$294K 0.14% 117

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

All Terrain Financial Advisors's UPS Position: Q2 2023 in Review

All Terrain Financial Advisors sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 1,100 shares — an estimated $213K sold.

All Terrain Financial Advisors first reported a position in UPS in Q4 2017 and held it in 14 quarters. The position peaked at $3.28M in Q3 2018. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

  • All Terrain Financial Advisors reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
  • All Terrain Financial Advisors sold 1,100 United Parcel Service shares in Q2 2023, an estimated $213K.
  • All Terrain Financial Advisors first reported a position in United Parcel Service in Q4 2017 and held it in 14 quarters.
  • All Terrain Financial Advisors's United Parcel Service position peaked at $3.28M in Q3 2018.
  • 2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on All Terrain Financial Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.