BWA
UPS icon

BDO Wealth Advisors’s United Parcel Service UPS Stock Holding History

BDO 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
2023
Q2 		$53.1K Buy
296
+90
+44% +$16K 0.01% 424
2023
Q1 		$40K Sell
206
-60
-23% -$11K ﹤0.01% 458
2022
Q4 		$46.2K Hold
266
– – 0.01% 424
2022
Q3 		$43K Buy
266
+30
+13% +$5.68K 0.01% 432
2022
Q2 		$43K Sell
236
-70
-23% -$12.8K 0.01% 431
2022
Q1 		$66K Hold
306
– – 0.01% 386
2021
Q4 		$66K Buy
306
+120
+65% +$24.4K 0.01% 402
2021
Q3 		$34K Sell
186
-56
-23% -$11.1K ﹤0.01% 509
2021
Q2 		$50K Buy
242
+87
+56% +$17.4K 0.01% 468
2021
Q1 		$26K Buy
155
+88
+131% +$14.2K ﹤0.01% 570
2020
Q4 		$11K Buy
67
+31
+86% +$5.23K ﹤0.01% 542
2020
Q3 		$6K Buy
36
+19
+112% +$2.77K ﹤0.01% 543
2020
Q2 		$2K Hold
17
– – ﹤0.01% 637
2020
Q1 		$2K Hold
17
– – ﹤0.01% 686
2019
Q4 		$2K Hold
17
– – ﹤0.01% 561
2019
Q3 		$2K Hold
17
– – ﹤0.01% 601
2019
Q2 		$2K Hold
17
– – ﹤0.01% 589
2019
Q1 		$2K Hold
17
– – ﹤0.01% 573
2018
Q4 		$2K Hold
17
– – ﹤0.01% 508
2018
Q3 		$2K Hold
17
– – ﹤0.01% 574
2018
Q2 		$2K Hold
17
– – ﹤0.01% 597
2018
Q1 		$2K Buy
+17
New +$1.97K ﹤0.01% 527

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

BDO Wealth Advisors's UPS Position: Q2 2023 in Review

BDO Wealth Advisors increased its United Parcel Service (UPS) stake by 44% in Q2 2023, buying an estimated $16K and bringing the position to 296 shares worth $53.1K. The position accounts for 0.01% of the portfolio, ranked #424.

BDO Wealth Advisors first reported a position in UPS in Q1 2018 and has held it in 22 quarters since. The position peaked at $66K in Q1 2022. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

  • BDO Wealth Advisors held 296 shares of United Parcel Service worth $53.1K as of Q2 2023.
  • BDO Wealth Advisors bought 90 United Parcel Service shares in Q2 2023, an estimated $16K.
  • United Parcel Service made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #424 holding.
  • BDO Wealth Advisors first reported a position in United Parcel Service in Q1 2018 and has held it in 22 quarters since.
  • BDO Wealth Advisors's United Parcel Service position peaked at $66K in Q1 2022.
  • 2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.