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Core Wealth Advisors (Florida)’s United Parcel Service UPS Stock Holding History

Core Wealth Advisors (Florida)’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
2024
Q2 		– Sell
-515
Closed -$76.5K – 226
2024
Q1 		$76.5K Buy
515
+20
+4% +$3.04K 0.03% 83
2023
Q4 		$77.8K Buy
495
+358
+261% +$54.1K 0.03% 76
2023
Q3 		$21.4K Hold
137
– – 0.01% 109
2023
Q2 		$24.6K Buy
137
+85
+163% +$15.1K 0.01% 105
2023
Q1 		$10.1K Hold
52
– – ﹤0.01% 149
2022
Q4 		$9.04K Buy
52
+47
+940% +$8.14K ﹤0.01% 170
2022
Q3 		$1K Hold
5
– – ﹤0.01% 213
2022
Q2 		$1K Hold
5
– – ﹤0.01% 211
2022
Q1 		$1K Sell
5
-26
-84% -$5.53K ﹤0.01% 190
2021
Q4 		$7K Hold
31
– – ﹤0.01% 168
2021
Q3 		$6K Sell
31
-50
-62% -$9.87K ﹤0.01% 153
2021
Q2 		$17K Buy
81
+50
+161% +$10K 0.01% 110
2021
Q1 		$5K Hold
31
– – ﹤0.01% 146
2020
Q4 		$5K Hold
31
– – ﹤0.01% 143
2020
Q3 		$5K Buy
31
+26
+520% +$3.79K ﹤0.01% 121
2020
Q2 		$1K Sell
5
-38
-88% -$3.79K ﹤0.01% 125
2020
Q1 		$4K Buy
43
+38
+760% +$3.94K ﹤0.01% 113
2019
Q4 		$1K Buy
+5
New +$592 ﹤0.01% 129

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Core Wealth Advisors (Florida)'s UPS Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 515 shares — an estimated $76.5K sold.

Core Wealth Advisors (Florida) first reported a position in UPS in Q4 2019 and held it in 18 quarters. The position peaked at $77.8K in Q4 2023. 2,178 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 515 United Parcel Service shares in Q2 2024, an estimated $76.5K.
  • Core Wealth Advisors (Florida) first reported a position in United Parcel Service in Q4 2019 and held it in 18 quarters.
  • Core Wealth Advisors (Florida)'s United Parcel Service position peaked at $77.8K in Q4 2023.
  • 2,178 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.