Atlas Private Wealth Advisors’s United Parcel Service UPS Stock Holding History

Atlas Private 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
2021 Q4	–	Sell	-462	Closed	-$84K	–	656
2021 Q3	$84K	Sell	462 -11	-2%	-$2.17K	0.04%	190
2021 Q2	$98K	Buy	473 +18	+4%	+$3.6K	0.05%	161
2021 Q1	$77K	Buy	455 +101	+29%	+$16.3K	0.04%	191
2020 Q4	$60K	Buy	354 +64	+22%	+$10.8K	0.04%	200
2020 Q3	$48K	Hold	290	–	–	0.04%	205
2020 Q2	$32K	Buy	+290	New	+$28.9K	0.03%	259

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Atlas Private Wealth Advisors's UPS Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of United Parcel Service (UPS) in Q4 2021, closing a stake of 462 shares — an estimated $84K sold.

Atlas Private Wealth Advisors first reported a position in UPS in Q2 2020 and held it in 6 quarters. The position peaked at $98K in Q2 2021. 2,229 funds tracked by Wall St. Rank hold UPS as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining United Parcel Service position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 462 United Parcel Service shares in Q4 2021, an estimated $84K.
Atlas Private Wealth Advisors first reported a position in United Parcel Service in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's United Parcel Service position peaked at $98K in Q2 2021.
2,229 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.