Avaii Wealth Management’s United Parcel Service UPS Stock Holding History

Avaii Wealth Management’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 Q2	–	Sell	-1,185	Closed	-$230K	–	150
2023 Q1	$230K	Buy	+1,185	New	+$217K	0.2%	118
2022 Q1	–	Sell	-1,062	Closed	-$228K	–	140
2021 Q4	$228K	Buy	+1,062	New	+$216K	0.23%	88

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avaii Wealth Management's UPS Position: Q2 2023 in Review

Avaii Wealth Management sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 1,185 shares — an estimated $230K sold.

Avaii Wealth Management first reported a position in UPS in Q4 2021 and held it in 2 quarters. The position peaked at $230K in Q1 2023. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

Avaii Wealth Management reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
Avaii Wealth Management sold 1,185 United Parcel Service shares in Q2 2023, an estimated $230K.
Avaii Wealth Management first reported a position in United Parcel Service in Q4 2021 and held it in 2 quarters.
Avaii Wealth Management's United Parcel Service position peaked at $230K in Q1 2023.
2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Avaii Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.