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Artemis Wealth Advisors’s Union Pacific UNP Stock Holding History

Artemis Wealth Advisors’s Portfolio UNP Stock Details UNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-46
Closed -$9.06K – 95
2020
Q3 		$9.06K Buy
+46
New +$8.55K ﹤0.01% 63

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artemis Wealth Advisors's UNP Position: Q4 2020 in Review

Artemis Wealth Advisors sold out of Union Pacific (UNP) in Q4 2020, closing a stake of 46 shares — an estimated $9.06K sold.

Artemis Wealth Advisors first reported a position in UNP in Q3 2020 and held it in 1 quarter. The position peaked at $9.06K in Q3 2020. 2,141 funds tracked by Wall St. Rank hold UNP as of Q4 2020.

  • Artemis Wealth Advisors reported no remaining Union Pacific position as of Q4 2020 after selling out during the quarter.
  • Artemis Wealth Advisors sold 46 Union Pacific shares in Q4 2020, an estimated $9.06K.
  • Artemis Wealth Advisors first reported a position in Union Pacific in Q3 2020 and held it in 1 quarter.
  • Artemis Wealth Advisors's Union Pacific position peaked at $9.06K in Q3 2020.
  • 2,141 funds tracked by Wall St. Rank held Union Pacific as of Q4 2020.

Based on Artemis Wealth Advisors's 13F filing for Q4 2020, filed 17 Feb 2023.