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AmeriServ Wealth Advisors’s United Parcel Service UPS Stock Holding History

AmeriServ Wealth 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
2022
Q2 		– Sell
-1,250
Closed -$268K – 70
2022
Q1 		$268K Hold
1,250
– – 0.2% 59
2021
Q4 		$268K Hold
1,250
– – 0.18% 55
2021
Q3 		$228K Hold
1,250
– – 0.18% 61
2021
Q2 		$260K Hold
1,250
– – 0.2% 59
2021
Q1 		$212K Sell
1,250
-11
-0.9% -$1.78K 0.18% 62
2020
Q4 		$212K Buy
+1,261
New +$213K 0.21% 64

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AmeriServ Wealth Advisors's UPS Position: Q2 2022 in Review

AmeriServ Wealth Advisors sold out of United Parcel Service (UPS) in Q2 2022, closing a stake of 1,250 shares — an estimated $268K sold.

AmeriServ Wealth Advisors first reported a position in UPS in Q4 2020 and held it in 6 quarters. The position peaked at $268K in Q1 2022. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

  • AmeriServ Wealth Advisors reported no remaining United Parcel Service position as of Q2 2022 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 1,250 United Parcel Service shares in Q2 2022, an estimated $268K.
  • AmeriServ Wealth Advisors first reported a position in United Parcel Service in Q4 2020 and held it in 6 quarters.
  • AmeriServ Wealth Advisors's United Parcel Service position peaked at $268K in Q1 2022.
  • 2,145 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.