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

Clarity 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
2020
Q2 		– Sell
-2,942
Closed -$274K – 65
2020
Q1 		$274K Sell
2,942
-59
-2% -$6.11K 0.29% 47
2019
Q4 		$351K Buy
+3,001
New +$355K 0.3% 48

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Clarity Wealth Advisors's UPS Position: Q2 2020 in Review

Clarity Wealth Advisors sold out of United Parcel Service (UPS) in Q2 2020, closing a stake of 2,942 shares — an estimated $274K sold.

Clarity Wealth Advisors first reported a position in UPS in Q4 2019 and held it in 2 quarters. The position peaked at $351K in Q4 2019. 1,632 funds tracked by Wall St. Rank hold UPS as of Q2 2020.

  • Clarity Wealth Advisors reported no remaining United Parcel Service position as of Q2 2020 after selling out during the quarter.
  • Clarity Wealth Advisors sold 2,942 United Parcel Service shares in Q2 2020, an estimated $274K.
  • Clarity Wealth Advisors first reported a position in United Parcel Service in Q4 2019 and held it in 2 quarters.
  • Clarity Wealth Advisors's United Parcel Service position peaked at $351K in Q4 2019.
  • 1,632 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2020.

Based on Clarity Wealth Advisors's 13F filing for Q2 2020, filed 4 Aug 2020.