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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
-1
Closed -$2K – 655
2021
Q3 		$2K Hold
1
– – ﹤0.01% 681
2021
Q2 		$5K Hold
1
– – ﹤0.01% 582
2021
Q1 		$2K Buy
+1
New +$162 ﹤0.01% 761

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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.