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Beacon Pointe Wealth Advisors’s United Parcel Service UPS Stock Holding History

Beacon Pointe 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
2019
Q4 		$1.64M Hold
13,978
– – 0.3% 66
2019
Q3 		$1.68M Buy
+13,978
New +$1.6M 0.35% 70

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Beacon Pointe Wealth Advisors's UPS Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors held its United Parcel Service (UPS) position steady in Q4 2019 at 13,978 shares worth $1.64M. The position accounts for 0.3% of the portfolio, ranked #66.

Beacon Pointe Wealth Advisors first reported a position in UPS in Q3 2019 and has held it in 2 quarters since. The position peaked at $1.68M in Q3 2019. 1,624 funds tracked by Wall St. Rank hold UPS as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 13,978 shares of United Parcel Service worth $1.64M as of Q4 2019.
  • Beacon Pointe Wealth Advisors left its United Parcel Service share count unchanged in Q4 2019.
  • United Parcel Service made up 0.3% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #66 holding.
  • Beacon Pointe Wealth Advisors first reported a position in United Parcel Service in Q3 2019 and has held it in 2 quarters since.
  • Beacon Pointe Wealth Advisors's United Parcel Service position peaked at $1.68M in Q3 2019.
  • 1,624 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.