CFM Wealth Partners’s United Parcel Service UPS Stock Holding History

CFM Wealth Partners’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	–	Sell	-1,152	Closed	-$247K	–	184
2022 Q1	$247K	Hold	1,152	–	–	0.06%	163
2021 Q4	$246K	Hold	1,152	–	–	0.05%	160
2021 Q3	$209K	Sell	1,152 -20	-2%	-$3.95K	0.05%	178
2021 Q2	$244K	Buy	+1,172	New	+$234K	0.06%	154
2020 Q3	–	Sell	-819	Closed	-$91K	–	431
2020 Q2	$91K	Sell	819 -427	-34%	-$42.6K	0.03%	209
2020 Q1	$116K	Hold	1,246	–	–	0.05%	180
2019 Q4	$148K	Buy	+1,246	New	+$148K	0.05%	170

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CFM Wealth Partners's UPS Position: Q2 2022 in Review

CFM Wealth Partners sold out of United Parcel Service (UPS) in Q2 2022, closing a stake of 1,152 shares — an estimated $247K sold.

CFM Wealth Partners first reported a position in UPS in Q4 2019 and held it in 7 quarters. The position peaked at $247K in Q1 2022. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

CFM Wealth Partners reported no remaining United Parcel Service position as of Q2 2022 after selling out during the quarter.
CFM Wealth Partners sold 1,152 United Parcel Service shares in Q2 2022, an estimated $247K.
CFM Wealth Partners first reported a position in United Parcel Service in Q4 2019 and held it in 7 quarters.
CFM Wealth Partners's United Parcel Service position peaked at $247K in Q1 2022.
2,145 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on CFM Wealth Partners's 13F filing for Q2 2022, filed 12 Jul 2022.