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Ashton Thomas Securities’s United Parcel Service UPS Stock Holding History

Ashton Thomas Securities’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
2024
Q4 		– Sell
-516
Closed -$70.4K – 1146
2024
Q3 		$70.4K Buy
+516
New +$67.7K 0.01% 369

Other funds holding UPS

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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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ashton Thomas Securities's UPS Position: Q4 2024 in Review

Ashton Thomas Securities sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 516 shares — an estimated $70.4K sold.

Ashton Thomas Securities first reported a position in UPS in Q3 2024 and held it in 1 quarter. The position peaked at $70.4K in Q3 2024. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Ashton Thomas Securities reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Ashton Thomas Securities sold 516 United Parcel Service shares in Q4 2024, an estimated $70.4K.
  • Ashton Thomas Securities first reported a position in United Parcel Service in Q3 2024 and held it in 1 quarter.
  • Ashton Thomas Securities's United Parcel Service position peaked at $70.4K in Q3 2024.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Ashton Thomas Securities's 13F filing for Q4 2024, filed 11 Feb 2025.