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Drive Wealth Management’s UL Solutions ULS Stock Holding History

Drive Wealth Management’s Portfolio ULS Stock Details ULS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,000
Closed -$296K – 385
2024
Q3 		$296K Buy
+6,000
New +$292K 0.08% 215

Other funds holding ULS

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Drive Wealth Management's ULS Position: Q4 2024 in Review

Drive Wealth Management sold out of UL Solutions (ULS) in Q4 2024, closing a stake of 6,000 shares — an estimated $296K sold.

Drive Wealth Management first reported a position in ULS in Q3 2024 and held it in 1 quarter. The position peaked at $296K in Q3 2024. 188 funds tracked by Wall St. Rank hold ULS as of Q4 2024.

  • Drive Wealth Management reported no remaining UL Solutions position as of Q4 2024 after selling out during the quarter.
  • Drive Wealth Management sold 6,000 UL Solutions shares in Q4 2024, an estimated $296K.
  • Drive Wealth Management first reported a position in UL Solutions in Q3 2024 and held it in 1 quarter.
  • Drive Wealth Management's UL Solutions position peaked at $296K in Q3 2024.
  • 188 funds tracked by Wall St. Rank held UL Solutions as of Q4 2024.

Based on Drive Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.