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

BT 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
Q2 		$236K Hold
1,294
– – 0.07% 57
2022
Q1 		$278K Sell
1,294
-71
-5% -$15.1K 0.07% 54
2021
Q4 		$293K Buy
+1,365
New +$278K 0.08% 55

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BT Wealth Management's UPS Position: Q2 2022 in Review

BT Wealth Management held its United Parcel Service (UPS) position steady in Q2 2022 at 1,294 shares worth $236K. The position accounts for 0.07% of the portfolio, ranked #57.

BT Wealth Management first reported a position in UPS in Q4 2021 and has held it in 3 quarters since. The position peaked at $293K in Q4 2021. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

  • BT Wealth Management held 1,294 shares of United Parcel Service worth $236K as of Q2 2022.
  • BT Wealth Management left its United Parcel Service share count unchanged in Q2 2022.
  • United Parcel Service made up 0.07% of BT Wealth Management's portfolio in Q2 2022, its #57 holding.
  • BT Wealth Management first reported a position in United Parcel Service in Q4 2021 and has held it in 3 quarters since.
  • BT Wealth Management's United Parcel Service position peaked at $293K in Q4 2021.
  • 2,145 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.