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Axim Planning & Wealth’s United Parcel Service UPS Stock Holding History

Axim Planning & Wealth’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
2022
Q4 		– Sell
-110
Closed -$18K – 154
2022
Q3 		$18K Buy
110
+100
+1,000% +$18.9K 0.02% 84
2022
Q2 		$2K Buy
+10
New +$1.82K ﹤0.01% 124

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Axim Planning & Wealth's UPS Position: Q4 2022 in Review

Axim Planning & Wealth sold out of United Parcel Service (UPS) in Q4 2022, closing a stake of 110 shares — an estimated $18K sold.

Axim Planning & Wealth first reported a position in UPS in Q2 2022 and held it in 2 quarters. The position peaked at $18K in Q3 2022. 2,228 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

  • Axim Planning & Wealth reported no remaining United Parcel Service position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 110 United Parcel Service shares in Q4 2022, an estimated $18K.
  • Axim Planning & Wealth first reported a position in United Parcel Service in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's United Parcel Service position peaked at $18K in Q3 2022.
  • 2,228 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.