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

BlackDiamond 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
2022
Q1 		– Sell
-952
Closed -$204K – 124
2021
Q4 		$204K Buy
+952
New +$194K 0.23% 106

Other funds holding UPS

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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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BlackDiamond Wealth Management's UPS Position: Q1 2022 in Review

BlackDiamond Wealth Management sold out of United Parcel Service (UPS) in Q1 2022, closing a stake of 952 shares — an estimated $204K sold.

BlackDiamond Wealth Management first reported a position in UPS in Q4 2021 and held it in 1 quarter. The position peaked at $204K in Q4 2021. 2,238 funds tracked by Wall St. Rank hold UPS as of Q1 2022.

  • BlackDiamond Wealth Management reported no remaining United Parcel Service position as of Q1 2022 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 952 United Parcel Service shares in Q1 2022, an estimated $204K.
  • BlackDiamond Wealth Management first reported a position in United Parcel Service in Q4 2021 and held it in 1 quarter.
  • BlackDiamond Wealth Management's United Parcel Service position peaked at $204K in Q4 2021.
  • 2,238 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2022.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.