AWA
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Authentikos Wealth Advisory’s United Parcel Service UPS Stock Holding History

Authentikos Wealth Advisory’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
2023
Q4 		– Sell
-12
Closed -$1.87K – 560
2023
Q3 		$1.87K Buy
+12
New +$2.07K ﹤0.01% 444

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Authentikos Wealth Advisory's UPS Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 12 shares — an estimated $1.87K sold.

Authentikos Wealth Advisory first reported a position in UPS in Q3 2023 and held it in 1 quarter. The position peaked at $1.87K in Q3 2023. 2,259 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 12 United Parcel Service shares in Q4 2023, an estimated $1.87K.
  • Authentikos Wealth Advisory first reported a position in United Parcel Service in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's United Parcel Service position peaked at $1.87K in Q3 2023.
  • 2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.